7IM Balanced Fund D AccRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 29/02/2024 | ||||||||||||||||||||
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Category : GBP Allocation 40-60% Equity | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
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Volatility Measurements | 29/02/2024 | ||||||||||
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Modern Portfolio Statistics | 29/02/2024 | 29/02/2024 |
Standard Index | Best Fit Index | |
Morningstar UK Mod Tgt Alloc NR GBP | Morningstar EU Mod Tgt Alloc NR EUR | |
3-Yr Beta | 0.83 | 0.91 |
3-Yr Alpha | -2.42 | -2.01 |
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