Sun Portfolio Fund Climate Assets Fund B GBP Accumulation

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Morningstar Rating™(Relative to Category)31/03/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearAbove AverageBelow Average5 star
10-Year*HighBelow Average5 star
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Sun Portfolio Fund Climate Assets Fund B GBP Accumulation
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements31/03/2021
 
3-Yr Std Dev9.81 %
3-Yr Mean Return10.35 %
 
3-Yr Sharpe Ratio0.96
 
Modern Portfolio Statistics31/03/202131/03/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta0.880.84
3-Yr Alpha3.290.46
 
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* This share class has performance data calculated prior to the inception date, 2012-06-25. This is based upon a simulated/extended track record, using the track record of Climate Assets A GBP Acc (ISIN: GB00B5NB7L44), 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)

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