UBS(Lux)Fund Solutions – MSCI World Socially Responsible UCITS ETF(USD)A-dis (GBP) | UC44

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighBelow Average5 star
10-YearAbove AverageBelow Average4 star
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • UBS(Lux)Fund Solutions – MSCI World Socially Responsible UCITS ETF(USD)A-dis (GBP) | UC44
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev13.68 %
3-Yr Mean Return14.78 %
 
3-Yr Sharpe Ratio0.98
 
Modern Portfolio Statistics30/09/2021-
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  
3-Yr Beta0.91-
3-Yr Alpha3.22-
 
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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)