M&G European Sustain Paris Aligned Fund I Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearHighAbove Average4 star
10-Year*HighAbove Average5 star
Overall*HighAbove Average5 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • M&G European Sustain Paris Aligned Fund I Acc
  • MSCI Europe NR EUR
Volatility Measurements30/09/2021
3-Yr Std Dev17.20 %
3-Yr Mean Return9.81 %
3-Yr Sharpe Ratio0.52
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI Europe NR EUR  STOXX Europe 600 NR EUR
3-Yr Beta1.101.09
3-Yr Alpha1.000.45
* This share class has performance data calculated prior to the inception date, 2012-08-03. This is based upon a simulated/extended track record, using the track record of M&G European Sustain Paris Aligned A Acc (ISIN: GB0030927817), 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)