Royal London Sustainable Diversified Trust Class C Acc

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh3 star
5-YearHighAbove Average5 star
10-YearHighHigh5 star
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Sustainable Diversified Trust Class C Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev11.82 %
3-Yr Mean Return2.89 %
 
3-Yr Sharpe Ratio0.00
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar UK Mod Tgt Alloc NR GBP
3-Yr Beta1.471.47
3-Yr Alpha0.120.12
 
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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)
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