Royal London Sustainable World Trust Class C Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year*HighAbove Average5 star
Overall*HighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Sustainable World Trust Class C Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev12.78 %
3-Yr Mean Return16.95 %
 
3-Yr Sharpe Ratio1.20
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  MSCI World Growth NR USD
3-Yr Beta1.040.78
3-Yr Alpha8.501.87
 
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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 World A Inc (ISIN: GB00B3PXJX09), 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)