Stewart Investors Indian Subcontinent Sustainability Fund Class A (Accumulation) GBP

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-YearAbove AverageLow5 star
10-YearAbove AverageLow5 star
OverallAbove AverageLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Stewart Investors Indian Subcontinent Sustainability Fund Class A (Accumulation) GBP
  • MSCI India NR USD
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev18.56 %
3-Yr Mean Return13.80 %
 
3-Yr Sharpe Ratio0.68
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 MSCI India NR USD  Morningstar India NR USD
3-Yr Beta0.780.78
3-Yr Alpha2.742.21
 
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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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