IFSL Marlborough Balanced A AccRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 31/07/2024 | ||||||||||||||||||||
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Category : GBP Allocation 60-80% Equity | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
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Volatility Measurements | 31/07/2024 | ||||||||||
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Modern Portfolio Statistics | 31/07/2024 | 31/07/2024 |
Standard Index | Best Fit Index | |
Morningstar UK Mod Adv Tgt Alloc NR GBP | Morningstar EU Agg Gbl Tgt Alloc NR EUR | |
3-Yr Beta | 0.79 | 0.74 |
3-Yr Alpha | -2.82 | -3.51 |
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