Schroder Income Fund L Income GBP

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average4 star
10-YearHighAbove Average4 star
OverallHighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Income Fund L Income GBP
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev14.43 %
3-Yr Mean Return11.82 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  MSCI Europe Value NR EUR
3-Yr Beta1.181.10
3-Yr Alpha2.310.47
 
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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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