Balanced Index Sub-FundRegister to Unlock Ratings |
1 Year Daily Volatility Chart (annualised) | |
| |
% |
Volatility Measurements | 30/06/2024 | ||||||||||
| |||||||||||
Modern Portfolio Statistics | 30/06/2024 | 30/06/2024 |
Standard Index | Best Fit Index | |
Morningstar UK Adv Tgt Alloc NR GBP | Morningstar UK Mod Tgt Alloc NR GBP | |
3-Yr Beta | 1.10 | 1.62 |
3-Yr Alpha | -2.50 | 2.94 |
Advertisement |