Royal London Sustainable Managed Growth Trust Class C Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage5 star
10-Year--Not Rated
OverallAbove AverageAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Sustainable Managed Growth Trust Class C Acc
  • Morningstar UK Mod Caut Tgt Alloc NR GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev8.15 %
3-Yr Mean Return0.76 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Caut Tgt Alloc NR GBP  Cat 35%FTSE Wld TR&65%Barclays StlAgg TR
3-Yr Beta1.390.94
3-Yr Alpha0.090.00
 
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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)