Aegon Global Sustainable Equity Fund GBP B Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearHighAbove Average4 star
10-Year--Not Rated
OverallHighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Aegon Global Sustainable Equity Fund GBP B Acc
  • MSCI ACWI NR USD
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev23.98 %
3-Yr Mean Return11.31 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  ICE BofA US Convt Bonds TR USD
3-Yr Beta1.231.25
3-Yr Alpha0.73-4.54
 
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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)