Abbey Ethical Pension Fund

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Morningstar Rating™(Relative to ABI Sector)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average3 star
OverallAbove AverageBelow Average4 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Abbey Ethical Pension Fund
  • FTSE GBP EuroDep 3 Mon GBP
%
Volatility Measurements31/07/2021
 
3-Yr Std Dev18.02 %
3-Yr Mean Return5.23 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics31/07/202131/07/2021
 Standard IndexBest Fit Index
 FTSE GBP EuroDep 3 Mon GBP  FTSE AllSh TR GBP
3-Yr Beta1.011.03
3-Yr Alpha2.592.86
 
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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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