Legal & General Global Real Estate Dividend Index Fund I Class Distribution

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage2 star
10-Year--Not Rated
OverallAverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legal & General Global Real Estate Dividend Index Fund I Class Distribution
  • Morningstar Gbl Real Est TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev15.04 %
3-Yr Mean Return1.13 %
 
3-Yr Sharpe Ratio-0.14
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Real Est TME NR USD  FTSE EPRA Nareit Global TR USD
3-Yr Beta0.940.99
3-Yr Alpha-0.49-1.06
 
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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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