Sarasin Responsible Global Equity Fund (Class P Acc)

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year*--Not Rated
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Sarasin Responsible Global Equity Fund (Class P Acc)
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/09/2020
 
3-Yr Std Dev13.26 %
3-Yr Mean Return12.92 %
 
3-Yr Sharpe Ratio0.88
 
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Ex EMU NR USD
3-Yr Beta0.920.95
3-Yr Alpha-3.261.82
 
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* 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)

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