ASI European Real Estate Share I Acc (FUND:BWK2690) - Fund price


Fund Report

ASI European Real Estate Share Fund I Acc

Morningstar Rating™ (Relative to Category) 30/06/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Property - Indirect EuropeClick here to see our Methodology
3-YearAbove AverageBelow Average5 Stars
5-YearAbove AverageAverage4 Stars
10-YearAbove AverageAverage4 Stars
OverallAbove AverageAverage4 Stars
Modern Portfolio Statistics 30/06/2020
 Standard Index
FTSE EPRA Nareit Developed Europe TR EUR
Best Fit Index
FTSE EPRA Nareit Developed Europe TR EUR
3-Yr R-Squared95.1395.13
3-Yr Beta0.940.94
3-Yr Alpha4.894.89
Return/Risk Analysis 30/06/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation19.5914.6313.54
3-Yr Mean Return7.747.889.59
Sharpe Ratio0.350.480.64
Sortino Ratio---
Positive Months102538
Negative Months21122
Worst Month-15.05-15.05-15.05
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