Schroder Recovery Fund Z Accumulation GBP

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average2 star
5-YearBelow AverageAverage2 star
10-Year*AverageAbove Average3 star
Overall*Below AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Recovery Fund Z Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev10.22 %
3-Yr Mean Return2.68 %
 
3-Yr Sharpe Ratio0.20
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR USD
3-Yr Beta0.850.78
3-Yr Alpha-2.66-0.47
 
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* 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)

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