Royal London Sustainable Diversified Trust Class C Acc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 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 Measurements31/05/2021
 
3-Yr Std Dev9.24 %
3-Yr Mean Return10.30 %
 
3-Yr Sharpe Ratio1.01
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Cat 60%FTSE Wld TR&40%Barclays StlAgg TR
3-Yr Beta1.130.95
3-Yr Alpha3.471.35
 
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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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