CT Responsible UK Income Fund 2 Acc

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Morningstar Rating™(Relative to Category)31/08/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage3 star
10-YearAverageBelow Average4 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • CT Responsible UK Income Fund 2 Acc
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev12.70 %
3-Yr Mean Return5.64 %
 
3-Yr Sharpe Ratio0.18
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK Small Cap TME NR GBP
3-Yr Beta1.020.66
3-Yr Alpha-2.626.00
 
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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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