Abbey Hill Samuel Fixed Interest Series B 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 Fixed Interest Series B Pension Fund
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev11.69 %
3-Yr Mean Return-13.36 %
 
3-Yr Sharpe Ratio-1.44
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
   Morningstar UK Core Bd GR GBP
3-Yr Beta0.911.02
3-Yr Alpha-5.72-6.30
 
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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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