M&G Strategic Corporate Bond Fund Sterling R Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage4 star
5-YearHighAbove Average4 star
10-YearAbove AverageAverage4 star
Overall*HighAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Strategic Corporate Bond Fund Sterling R Acc
  • Morningstar UK Corp Bd GR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev9.68 %
3-Yr Mean Return-0.23 %
 
3-Yr Sharpe Ratio-0.36
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK Corp Bd GR GBP  Bloomberg Sterling Agg Corp TR GBP
3-Yr Beta0.850.91
3-Yr Alpha1.981.87
 
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* 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 Strategic Corporate Bond GBP A Acc (ISIN: GB0033828137), 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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