Rathbone Ethical Bond Fund Institutional Acc

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage5 star
5-YearHighBelow Average5 star
10-Year*Above AverageBelow Average5 star
Overall*Above AverageBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Ethical Bond Fund Institutional Acc
  • Markit iBoxx GBP NonGilts TR
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev6.12 %
3-Yr Mean Return6.66 %
 
3-Yr Sharpe Ratio0.98
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  Markit iBoxx GBP Corp TR
3-Yr Beta0.980.82
3-Yr Alpha1.841.86
 
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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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