Legal & General Global Real Estate Dividend Index Fund C Class Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/01/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Legal & General Global Real Estate Dividend Index Fund C Class Accumulation
  • Morningstar Gbl Real Est TME NR USD
%
Volatility Measurements31/01/2025
 
3-Yr Std Dev15.26 %
3-Yr Mean Return0.64 %
 
3-Yr Sharpe Ratio-0.21
 
Modern Portfolio Statistics31/01/202531/01/2025
 Standard IndexBest Fit Index
 Morningstar Gbl Real Est TME NR USD  Morningstar US Real Est NR USD
3-Yr Beta0.950.87
3-Yr Alpha-0.09-1.68
 
Advertisement
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)
© Copyright 2025 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures