FTGF ClearBridge US Equity Sustainability Leaders Fund S Class US$ Accumulating

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average1 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • FTGF ClearBridge US Equity Sustainability Leaders Fund S Class US$ Accumulating
  • Morningstar US LM NR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev13.98 %
3-Yr Mean Return9.98 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar US LM NR USD  Morningstar US Market Ext TR USD
3-Yr Beta1.011.01
3-Yr Alpha-4.02-3.69
 
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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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