FP WHEB Sustainability Fund B

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year*AverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • FP WHEB Sustainability Fund B
  • MSCI ACWI NR USD
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev16.25 %
3-Yr Mean Return16.50 %
 
3-Yr Sharpe Ratio0.92
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Russell 3000 TR USD
3-Yr Beta1.040.96
3-Yr Alpha0.18-2.37
 
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* This share class has performance data calculated prior to the inception date, 2014-10-20. This is based upon a simulated/extended track record, using the track record of FP WHEB Sustainability A (ISIN: GB00B4LDCG53), 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)