Appian Multi Asset EUR

Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAverage3 star
10-YearAverageBelow Average4 star
OverallAverageAverage4 star
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Volatility Measurements30/09/2021
3-Yr Std Dev10.20 %
3-Yr Mean Return6.45 %
3-Yr Sharpe Ratio0.66
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  FTSE AllSh TR GBP
3-Yr Beta1.080.53
3-Yr Alpha-1.503.33
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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