Threadneedle UK Fund Z Accumulation GBP

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh1 star
5-YearBelow AverageHigh1 star
10-Year--Not Rated
OverallBelow AverageHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Threadneedle UK Fund Z Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev20.72 %
3-Yr Mean Return3.72 %
 
3-Yr Sharpe Ratio0.16
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.251.25
3-Yr Alpha-2.35-2.35
 
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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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