FP WHEB Sustainability Fund A USD Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage2 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAverage2 star
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1 Year Daily Volatility Chart (annualised)
  • FP WHEB Sustainability Fund A USD Acc
Volatility Measurements30/11/2021
3-Yr Std Dev15.96 %
3-Yr Mean Return15.46 %
3-Yr Sharpe Ratio0.88
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar US Market TR USD
3-Yr Beta1.020.96
3-Yr Alpha-0.53-3.30
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)