Schroder Global Recovery Fund Z Accumulation GBP

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average2 star
10-Year--Not Rated
OverallAverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Global Recovery Fund Z Accumulation GBP
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev12.62 %
3-Yr Mean Return9.20 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  MSCI Europe Value NR EUR
3-Yr Beta1.070.94
3-Yr Alpha-1.13-1.02
 
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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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