Royal London Sustainable Leaders Trust Class C Acc

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearHighBelow Average5 star
10-YearHighBelow Average5 star
Overall*HighBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Sustainable Leaders Trust Class C Acc
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev13.56 %
3-Yr Mean Return7.10 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  MSCI Nordic Countries Small Cap NR USD
3-Yr Beta0.980.60
3-Yr Alpha-0.947.04
 
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* This share class has performance data calculated prior to the inception date, 2012-12-04. This is based upon a simulated/extended track record, using the track record of Royal London Sustainable Leaders A Inc (ISIN: GB0001615102), 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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