Threadneedle European Select Fund Z Accumulation GBP

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average3 star
5-YearAbove AverageBelow Average4 star
10-Year*AverageBelow Average4 star
Overall*AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Threadneedle European Select Fund Z Accumulation GBP
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev16.88 %
3-Yr Mean Return2.71 %
 
3-Yr Sharpe Ratio0.14
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe Growth NR USD
3-Yr Beta0.941.10
3-Yr Alpha-1.09-1.40
 
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* This share class has performance data calculated prior to the inception date, 2012-10-01. This is based upon a simulated/extended track record, using the track record of Threadneedle European Sel Rtl Acc GBP (ISIN: GB0001529345), 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)