ARCHITAS BirthStar TD 2036-40 R GBP Acc (FUND:BP8Y547) - Fund price

Fund Report

Architas BirthStar® Target Date 2036-40 Class R Accumulation

Morningstar Rating™ (Relative to Category) 30/06/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Target Date 2036 - 2040Click here to see our Methodology
3-YearAbove AverageAverage4 Stars
10-Year--Not Rated
Modern Portfolio Statistics -
 Standard Index
Not Categorized
Best Fit Index
Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr R-Squared-92.47
3-Yr Beta-1.09
3-Yr Alpha--3.94
Return/Risk Analysis 30/06/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation18.1712.0611.11
3-Yr Mean Return1.885.068.73
Sharpe Ratio0.070.360.71
Sortino Ratio---
Positive Months82340
Negative Months51421
Worst Month-13.45-13.45-13.45
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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