Abbey High Income Pension Fund

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Morningstar Rating™(Relative to ABI Sector)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-YearLowAbove Average1 star
OverallBelow AverageAbove Average2 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Abbey High Income Pension Fund
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev10.32 %
3-Yr Mean Return4.31 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
   FTSE AllSh TR GBP
3-Yr Beta0.960.98
3-Yr Alpha-1.51-1.78
 
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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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