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Abbey European Pension Fund

Morningstar Rating™(Relative to ABI Sector)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
1 Year Daily Volatility Chart (annualised)
  • Abbey European Pension Fund
Volatility Measurements30/09/2019
3-Yr Std Dev11.76 %
3-Yr Mean Return10.49 %
3-Yr Sharpe Ratio0.81
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
   Morningstar Eurozone NR EUR
3-Yr Beta1.050.95
3-Yr Alpha0.161.28
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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