Royal London Sustainable Leaders Trust Class C Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearHighLow5 star
10-Year*HighLow5 star
Overall*HighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Sustainable Leaders Trust Class C Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev13.62 %
3-Yr Mean Return13.35 %
 
3-Yr Sharpe Ratio0.89
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta0.741.11
3-Yr Alpha9.271.13
 
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* This share class has performance data calculated prior to the inception date, 2012-11-26. 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)