AXA Framlington Managed Income Z Grs Acc (FUND:B7H1PG5) - Fund price

Fund Report

AXA Framlington Managed Income Fund Z Gross GBP Acc

Morningstar Rating™ (Relative to Category) 31/12/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Cautious AllocationClick here to see our Methodology
5-YearAbove AverageHigh4 Stars
10-YearHighHigh5 Stars
OverallAbove AverageHigh4 Stars
Modern Portfolio Statistics 31/12/2020
 Standard Index
Morningstar UK Cautious Target Allocation NR GBP
Best Fit Index
Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr R-Squared35.0375.40
3-Yr Beta1.870.39
3-Yr Alpha-3.91-1.59
Return/Risk Analysis 31/12/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation17.8510.258.43
3-Yr Mean Return3.623.415.85
Sharpe Ratio0.180.280.62
Sortino Ratio---
Positive Months92239
Negative Months31421
Worst Month-14.98-14.98-14.98
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