FP WHEB Sustainability Fund A Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage2 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • FP WHEB Sustainability Fund A Acc
  • MSCI World NR USD
Volatility Measurements30/09/2021
3-Yr Std Dev17.17 %
3-Yr Mean Return12.71 %
3-Yr Sharpe Ratio0.68
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI World NR USD  Morningstar US Market TR USD
3-Yr Beta1.041.00
3-Yr Alpha-0.89-3.10
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)