Threadneedle UK Social Bond Fund Z Accumulation GBP

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow1 star
5-YearLowLow1 star
10-Year--Not Rated
OverallLowLow1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Threadneedle UK Social Bond Fund Z Accumulation GBP
  • Markit iBoxx GBP NonGilts TR
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev3.78 %
3-Yr Mean Return3.18 %
 
3-Yr Sharpe Ratio0.71
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  Markit iBoxx GBP Corp TR
3-Yr Beta0.620.51
3-Yr Alpha-0.100.01
 
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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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