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

Morningstar Rating™(Relative to Category)30/04/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearAverageAbove Average3 star
10-YearBelow AverageAbove Average2 star
OverallAverageAbove Average2 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 Measurements30/04/2020
 
3-Yr Std Dev21.39 %
3-Yr Mean Return-1.35 %
 
3-Yr Sharpe Ratio-0.09
 
Modern Portfolio Statistics30/04/202030/04/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.321.04
3-Yr Alpha0.841.30
 
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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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