Threadneedle UK Equity Income Fund Z Accumulation GBP

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year*HighAverage5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Threadneedle UK Equity Income Fund Z Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev18.22 %
3-Yr Mean Return6.33 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.081.08
3-Yr Alpha1.511.51
 
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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 UK Eq Inc Rtl Acc GBP (ISIN: GB00B60SM090), 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)