Trojan Spectrum I Acc

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Trojan Spectrum I Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev12.23 %
3-Yr Mean Return8.59 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Cat 85%FTSE Wld TR&15%Barclays StlAgg TR
3-Yr Beta1.100.92
3-Yr Alpha0.30-3.11
 
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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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