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Abbey Ethical Pension Fund

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Morningstar Rating™(Relative to ABI Sector)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh5 star
5-YearAbove AverageAbove Average4 star
10-YearBelow AverageAverage2 star
OverallAverageAbove Average3 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Abbey Ethical Pension Fund
  • FTSE GBP EuroDep 3 Mon GBP
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev12.30 %
3-Yr Mean Return10.72 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 FTSE GBP EuroDep 3 Mon GBP  MSCI Europe Small Cap NR USD
3-Yr Beta0.980.96
3-Yr Alpha4.093.02
 
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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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