Sarasin Responsible Global Equity Fund (Class I Inc)

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageBelow Average3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Sarasin Responsible Global Equity Fund (Class I Inc)
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev14.08 %
3-Yr Mean Return15.83 %
 
3-Yr Sharpe Ratio1.02
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Ex UK PR USD
3-Yr Beta0.920.94
3-Yr Alpha-1.593.42
 
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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)
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