ASI Global Sustainable and Responsible Investment Equity Fund I Acc

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average3 star
10-YearAverageAbove Average2 star
OverallAbove AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Global Sustainable and Responsible Investment Equity Fund I Acc
  • MSCI ACWI NR USD
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev14.93 %
3-Yr Mean Return14.91 %
 
3-Yr Sharpe Ratio0.91
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI ACWI NR USD
3-Yr Beta1.031.03
3-Yr Alpha1.111.11
 
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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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