ASI American Unconstrained Equity P1 Acc (FUND:B7JCD62) - Fund price

Fund Report

ASI American Unconstrained Equity Fund Platform 1 Accumulation

Morningstar Rating™ (Relative to Category) 30/06/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: US Large-Cap Growth EquityClick here to see our Methodology
3-YearLowBelow Average1 Star
5-YearBelow AverageAverageStarRatingValueLabel_2
10-YearBelow AverageAverageStarRatingValueLabel_2
OverallBelow AverageAverageStarRatingValueLabel_2
Modern Portfolio Statistics 30/06/2020
 Standard Index
Russell 1000 Growth TR USD
Best Fit Index
MSCI World Free Growth NR USD
3-Yr R-Squared88.7289.12
3-Yr Beta0.900.97
3-Yr Alpha-10.23-7.12
Return/Risk Analysis 30/06/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation18.7115.1014.42
3-Yr Mean Return12.118.8513.46
Sharpe Ratio0.580.520.84
Sortino Ratio---
Positive Months62137
Negative Months61525
Worst Month-6.63-8.12-8.12
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