Rathbone Ethical Bond Fund Institutional Acc

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average4 star
10-Year*HighBelow Average5 star
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Ethical Bond Fund Institutional Acc
  • Markit iBoxx GBP NonGilts TR
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev5.91 %
3-Yr Mean Return4.78 %
 
3-Yr Sharpe Ratio0.69
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  Markit iBoxx GBP Corp TR
3-Yr Beta0.980.82
3-Yr Alpha0.430.75
 
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* This share class has performance data calculated prior to the inception date, 2012-03-01. This is based upon a simulated/extended track record, using the track record of Rathbone Ethical Bond R Acc (ISIN: GB0030957137), 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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