Schroder UK Alpha Plus Fund Z Accumulation GBP

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
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1 Year Daily Volatility Chart (annualised)
  • Schroder UK Alpha Plus Fund Z Accumulation GBP
Volatility Measurements31/05/2021
3-Yr Std Dev19.78 %
3-Yr Mean Return6.41 %
3-Yr Sharpe Ratio0.29
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
3-Yr Beta1.191.19
3-Yr Alpha2.502.50
* This share class has performance data calculated prior to the inception date, 2011-05-11. This is based upon a simulated/extended track record, using the track record of Schroder UK Alpha Plus Acc (ISIN: GB0031440133), 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(

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