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Abbey Hill Samuel Equity Pension Fund

Morningstar Rating™(Relative to ABI Sector)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
1 Year Daily Volatility Chart (annualised)
  • Abbey Hill Samuel Equity Pension Fund
Volatility Measurements30/09/2019
3-Yr Std Dev11.06 %
3-Yr Mean Return8.74 %
3-Yr Sharpe Ratio0.72
Modern Portfolio Statistics-30/09/2019
 Standard IndexBest Fit Index
3-Yr Beta-0.99
3-Yr Alpha--3.09
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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