Sarasin Responsible Global Equity Fund (Class P Acc)

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-Year*--Not Rated
Overall*AverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Sarasin Responsible Global Equity Fund (Class P Acc)
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev10.30 %
3-Yr Mean Return13.27 %
 
3-Yr Sharpe Ratio1.16
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.930.94
3-Yr Alpha-0.19-0.47
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2012-10-15. This is based upon a simulated/extended track record, using the track record of Sarasin Responsible Global Equity A Acc (ISIN: GB00B43H4F86), 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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites