AXA Framlington FinTech Fund R Inc

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage3 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA Framlington FinTech Fund R Inc
  • MSCI World/Financials NR USD
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev13.21 %
3-Yr Mean Return11.95 %
 
3-Yr Sharpe Ratio0.82
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta0.920.96
3-Yr Alpha6.030.99
 
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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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