Climate Assets Balanced Fund B GBP Income

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearBelow AverageAverage2 star
10-YearAbove AverageAverage4 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Climate Assets Balanced Fund B GBP Income
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev10.28 %
3-Yr Mean Return0.17 %
 
3-Yr Sharpe Ratio-0.33
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  MSCI Sweden Small Cap NR SEK
3-Yr Beta1.070.36
3-Yr Alpha-5.630.29
 
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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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