NEST 2040 Retirement Fund Pension

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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)
  • NEST 2040 Retirement Fund Pension
Volatility Measurements31/03/2021
3-Yr Std Dev10.65 %
3-Yr Mean Return9.76 %
3-Yr Sharpe Ratio0.83
Modern Portfolio Statistics-31/03/2021
 Standard IndexBest Fit Index
3-Yr Beta-0.72
3-Yr Alpha--0.19
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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