Abbey Hill Samuel Equity Pension Fund

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Morningstar Rating™(Relative to ABI Sector)30/06/2021
 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 Measurements30/06/2021
3-Yr Std Dev17.60 %
3-Yr Mean Return8.58 %
3-Yr Sharpe Ratio0.44
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
   Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta1.100.74
3-Yr Alpha-6.69-3.97
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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