Stewart Investors Indian Subcontinent Sustainability Fund Class B (Accumulation) GBP

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearHighLow5 star
10-Year--Not Rated
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Stewart Investors Indian Subcontinent Sustainability Fund Class B (Accumulation) GBP
  • MSCI India NR USD
%
Volatility Measurements31/05/2022
 
3-Yr Std Dev18.50 %
3-Yr Mean Return14.03 %
 
3-Yr Sharpe Ratio0.70
 
Modern Portfolio Statistics31/05/202231/05/2022
 Standard IndexBest Fit Index
 MSCI India NR USD  Morningstar India NR USD
3-Yr Beta0.830.82
3-Yr Alpha3.532.26
 
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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)