Trojan Ethical Fund O Accumulation

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageLow5 star
10-Year--Not Rated
OverallAbove AverageLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Trojan Ethical Fund O Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev4.28 %
3-Yr Mean Return3.09 %
 
3-Yr Sharpe Ratio-0.11
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar Gbl Trsy Inf-Lnkd GR USD
3-Yr Beta0.360.48
3-Yr Alpha-0.413.99
 
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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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