Triodos SICAV I - Triodos Pioneer Impact Fund GBP K Retail Capitalisation

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Triodos SICAV I - Triodos Pioneer Impact Fund GBP K Retail Capitalisation
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2020
 
3-Yr Std Dev16.28 %
3-Yr Mean Return11.58 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Small Cap NR USD
3-Yr Beta1.070.87
3-Yr Alpha1.506.08
 
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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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