Abbey Hill Samuel Guaranteed Cap Pension Fund

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 Guaranteed Cap Pension Fund
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev0.12 %
3-Yr Mean Return-3.68 %
 
3-Yr Sharpe Ratio-36.82
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
   Morningstar EM Americas NR USD
3-Yr Beta-1.240.00
3-Yr Alpha-4.22-4.31
 
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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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