Threadneedle (Lux) - UK Equities Class ZG GBP Accumulation Shares

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year*AverageAbove Average3 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Threadneedle (Lux) - UK Equities Class ZG GBP Accumulation Shares
  • FTSE AllSh TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev19.01 %
3-Yr Mean Return8.56 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.191.19
3-Yr Alpha-2.70-2.70
 
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* This share class has performance data calculated prior to the inception date, 2012-10-16. This is based upon a simulated/extended track record, using the track record of Threadneedle (Lux) UK Eqs AG GBP Acc (ISIN: LU0713318490), 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)