Legal & General Growth Trust I Class Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legal & General Growth Trust I Class Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev26.18 %
3-Yr Mean Return11.99 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.331.08
3-Yr Alpha5.752.58
 
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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)