Abbey Hill Samuel Equity Pension Fund

Morningstar Rating™(Relative to ABI Sector)31/10/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
1 Year Daily Volatility Chart (annualised)
  • Abbey Hill Samuel Equity Pension Fund
Volatility Measurements31/10/2020
3-Yr Std Dev16.96 %
3-Yr Mean Return1.28 %
3-Yr Sharpe Ratio0.04
Modern Portfolio Statistics31/10/202031/10/2020
 Standard IndexBest Fit Index
   STOXX Europe Mid 200 NR EUR
3-Yr Beta1.121.02
3-Yr Alpha-7.281.42
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(

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