Royal London Sustainable Leaders Trust Class A Inc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearHighLow5 star
10-YearHighLow5 star
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Sustainable Leaders Trust Class A Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev12.71 %
3-Yr Mean Return17.95 %
 
3-Yr Sharpe Ratio1.28
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  Cat 85%FTSE Wld TR&15%Barclays StlAgg TR
3-Yr Beta0.711.00
3-Yr Alpha9.930.38
 
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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)