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Sarasin Responsible Global Equity Fund (Class P Acc)

Morningstar Rating™(Relative to Category)31/07/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average4 star
10-Year*--Not Rated
Overall*Above AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Sarasin Responsible Global Equity Fund (Class P Acc)
  • MSCI ACWI NR USD
%
Volatility Measurements31/07/2019
 
3-Yr Std Dev10.55 %
3-Yr Mean Return14.58 %
 
3-Yr Sharpe Ratio1.25
 
Modern Portfolio Statistics31/07/201931/07/2019
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Growth NR USD
3-Yr Beta1.010.93
3-Yr Alpha0.67-1.00
 
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* This share class has performance data calculated prior to the inception date, 2012-10-15. This is based upon a simulated/extended track record, using the track record of Sarasin Responsible Global Equity A Acc (ISIN: GB00B43H4F86), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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(https://www.morningstar.com/research/signature)

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