ASI UK Equity Fund A Inc

Morningstar Rating™(Relative to Category)31/05/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average3 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI UK Equity Fund A Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev17.18 %
3-Yr Mean Return3.83 %
 
3-Yr Sharpe Ratio0.19
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.060.82
3-Yr Alpha4.343.27
 
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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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