Royal London Bond Funds II ICVC - Royal London Ethical Bond Fund Z Income

Morningstar Rating™(Relative to Category)31/12/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*Above AverageBelow Average4 star
5-Year*Above AverageBelow Average4 star
10-Year*Above AverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Royal London Bond Funds II ICVC - Royal London Ethical Bond Fund Z Income
  • Markit iBoxx GBP NonGilts TR
%
Volatility Measurements31/12/2020
 
3-Yr Std Dev*5.59 %
3-Yr Mean Return*5.70 %
 
3-Yr Sharpe Ratio*0.90
 
Modern Portfolio Statistics31/12/202031/12/2020
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  Markit iBoxx GBP Corp TR
3-Yr Beta*0.990.79
3-Yr Alpha*0.520.91
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2019-04-12. This is based upon a simulated/extended track record, using the track record of Royal London Ethical Bond Z Inc (ISIN: GB00B4TDBC68), 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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies