Aviva Investors UK Listed Equity Unconstrained Fund 2 GBP Acc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh4 star
5-YearHighHigh4 star
10-YearHighHigh5 star
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Aviva Investors UK Listed Equity Unconstrained Fund 2 GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev25.92 %
3-Yr Mean Return11.78 %
 
3-Yr Sharpe Ratio0.41
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.521.52
3-Yr Alpha6.556.55
 
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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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