7IM Balanced Fund C Inc

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Morningstar Rating™(Relative to Category)31/01/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • 7IM Balanced Fund C Inc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements28/02/2021
 
3-Yr Std Dev10.14 %
3-Yr Mean Return4.24 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics28/02/202128/02/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta1.270.44
3-Yr Alpha-2.32-1.66
 
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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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