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Allianz UK & European Investment Funds - Allianz UK Opportunities Fund - A (Accumulation) - GBP

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average4 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz UK & European Investment Funds - Allianz UK Opportunities Fund - A (Accumulation) - GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev10.06 %
3-Yr Mean Return8.63 %
 
3-Yr Sharpe Ratio0.77
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.800.82
3-Yr Alpha3.071.48
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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