Schroder Responsible Value UK Equity Fund Z Acc

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Morningstar Rating™(Relative to Category)30/04/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-Year--Not Rated
10-Year--Not Rated
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Responsible Value UK Equity Fund Z Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2021
 
3-Yr Std Dev20.39 %
3-Yr Mean Return2.60 %
 
3-Yr Sharpe Ratio0.10
 
Modern Portfolio Statistics30/04/202130/04/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR GBP
3-Yr Beta1.161.05
3-Yr Alpha-1.754.44
 
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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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