Royal London Global Index Linked Fund Z Inc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/01/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-YearAbove AverageBelow Average4 star
OverallHighAverage5 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Royal London Global Index Linked Fund Z Inc
  • BBgBarc Gbl Infl Linked TR Hdg GBP
Volatility Measurements31/01/2021
3-Yr Std Dev4.78 %
3-Yr Mean Return5.07 %
3-Yr Sharpe Ratio0.93
Modern Portfolio Statistics31/01/202131/01/2021
 Standard IndexBest Fit Index
 BBgBarc Gbl Infl Linked TR Hdg GBP  BBgBarc Gbl Infl Linked TR Hdg GBP
3-Yr Beta0.910.91
3-Yr Alpha0.550.55
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(

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies