IFSL Evenlode Income B Accumulation

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearBelow AverageLow3 star
10-Year*HighLow5 star
Overall*Above AverageLow4 star
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1 Year Daily Volatility Chart (annualised)
  • IFSL Evenlode Income B Accumulation
  • Morningstar UK All Cap TME NR GBP
Volatility Measurements30/06/2024
3-Yr Std Dev9.86 %
3-Yr Mean Return5.81 %
3-Yr Sharpe Ratio0.29
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK SMID Cap TME NR GBP
3-Yr Beta0.660.50
3-Yr Alpha-0.503.45
* This share class has performance data calculated prior to the inception date, 2017-09-01. This is based upon a simulated/extended track record, using the track record of Evenlode Income B Acc (ISIN: GB00B40SMR25), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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