IFSL Sinfonia Adventurous Growth A Acc (FUND:B2R2YS8) - Fund price


Fund Report

IFSL Sinfonia Adventurous Growth Portfolio A Acc

Morningstar Rating™ (Relative to Category) 31/08/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Adventurous AllocationClick here to see our Methodology
3-YearBelow AverageAverageStarRatingValueLabel_2
5-YearBelow AverageAverageStarRatingValueLabel_2
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Modern Portfolio Statistics 31/08/2019
 Standard Index
Morningstar UK Adventurous
Best Fit Index
MSCI ACWI NR USD
3-Yr R-Squared88.3884.52
3-Yr Beta0.980.81
3-Yr Alpha-2.31-3.13
Return/Risk Analysis 31/08/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation12.598.829.79
3-Yr Mean Return2.026.666.94
Sharpe Ratio0.100.680.64
Sortino Ratio---
Positive Months72235
Negative Months51425
Worst Month-6.03-6.03-6.48
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