LF Equity Income Fund Z Sterling Accumulation

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage1 star
5-YearLowAbove Average1 star
10-Year--Not Rated
OverallLowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • LF Equity Income Fund Z Sterling Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev20.90 %
3-Yr Mean Return-28.62 %
 
3-Yr Sharpe Ratio-1.61
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  S&P Global Clean Energy TR EUR
3-Yr Beta0.170.26
3-Yr Alpha-34.18-42.26
 
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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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