Royal London Short Duration Global Index Linked Fund M Inc

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearAverageLow3 star
10-Year--Not Rated
OverallAverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Short Duration Global Index Linked Fund M Inc
  • Bloomberg Gbl Infl Linked TR Hdg GBP
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev2.48 %
3-Yr Mean Return4.12 %
 
3-Yr Sharpe Ratio1.45
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 Bloomberg Gbl Infl Linked TR Hdg GBP  Bloomberg Gbl Infl Linked TR Hdg GBP
3-Yr Beta0.400.40
3-Yr Alpha1.361.36
 
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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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