Royal London FTSE 350 Tracker Z Fund Accumulation

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageAverage4 star
10-YearAverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London FTSE 350 Tracker Z Fund Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements29/02/2020
 
3-Yr Std Dev11.09 %
3-Yr Mean Return1.96 %
 
3-Yr Sharpe Ratio0.12
 
Modern Portfolio Statistics29/02/202029/02/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta0.970.97
3-Yr Alpha-0.15-0.15
 
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* This share class has performance data calculated prior to the inception date, 2007-07-20. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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