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Abbey Hill Samuel Equity Pension Fund

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Morningstar Rating™(Relative to ABI Sector)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Abbey Hill Samuel Equity Pension Fund
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev11.05 %
3-Yr Mean Return6.84 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
   MSCI ACWI NR USD
3-Yr Beta0.981.00
3-Yr Alpha-2.97-2.71
 
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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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