Abbey High Income Pension Fund

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Morningstar Rating™(Relative to ABI Sector)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average2 star
10-YearLowAbove Average1 star
OverallBelow AverageAbove Average2 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Abbey High Income Pension Fund
%
Volatility Measurements29/02/2020
 
3-Yr Std Dev11.92 %
3-Yr Mean Return0.01 %
 
3-Yr Sharpe Ratio-0.05
 
Modern Portfolio Statistics29/02/202029/02/2020
 Standard IndexBest Fit Index
   FTSE AllSh TR GBP
3-Yr Beta1.001.01
3-Yr Alpha-1.90-2.16
 
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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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