Abbey Hill Samuel Equity Series C Pension Fund

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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 Series C Pension Fund
Volatility Measurements31/03/2024
3-Yr Std Dev9.66 %
3-Yr Mean Return4.74 %
3-Yr Sharpe Ratio0.23
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
   Morningstar EU Agg Gbl Tgt Alloc NR EUR
3-Yr Beta0.680.90
3-Yr Alpha-4.25-2.59
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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