Threadneedle (Lux) - UK Equities Class 9G

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-Year--Not Rated
10-Year--Not Rated
OverallLowAbove Average1 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Threadneedle (Lux) - UK Equities Class 9G
  • FTSE AllSh TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev19.27 %
3-Yr Mean Return1.72 %
 
3-Yr Sharpe Ratio0.07
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.181.18
3-Yr Alpha-3.48-3.48
 
Advertisement
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)