FTF Franklin UK Rising Dividends Fund W (acc)

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAverageLow3 star
10-Year*AverageLow4 star
Overall*AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • FTF Franklin UK Rising Dividends Fund W (acc)
  • FTSE AllSh TR GBP
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev15.44 %
3-Yr Mean Return9.22 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta0.930.93
3-Yr Alpha2.652.65
 
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* This share class has performance data calculated prior to the inception date, 2012-05-31. This is based upon a simulated/extended track record, using the track record of FTF Franklin UK Rising Dividends A Inc (ISIN: GB00B6VBM074), 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)