Schroder Recovery Fund Z Accumulation GBP

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearAbove AverageAbove Average4 star
Overall*AverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Schroder Recovery Fund Z Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev23.87 %
3-Yr Mean Return6.57 %
 
3-Yr Sharpe Ratio0.25
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR USD
3-Yr Beta1.391.22
3-Yr Alpha-2.455.13
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2011-08-02. This is based upon a simulated/extended track record, using the track record of Schroder Recovery A Acc (ISIN: GB0007893760), 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)