Legal & General UK 100 Index Trust C Class Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageLow4 star
10-YearAbove AverageLow4 star
OverallAbove AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legal & General UK 100 Index Trust C Class Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev9.60 %
3-Yr Mean Return9.93 %
 
3-Yr Sharpe Ratio0.74
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK TME GR GBP
3-Yr Beta0.840.90
3-Yr Alpha1.93-0.06
 
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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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