EdenTree Responsible and Sustainable Sterling Bond Fund B Income

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighAverage5 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • EdenTree Responsible and Sustainable Sterling Bond Fund B Income
  • BBgBarc Sterling Agg TR GBP
Volatility Measurements30/06/2021
3-Yr Std Dev5.42 %
3-Yr Mean Return4.96 %
3-Yr Sharpe Ratio0.81
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 BBgBarc Sterling Agg TR GBP  ICE BofA Sterling HY TR GBP
3-Yr Beta0.340.55
3-Yr Alpha3.291.01
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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