EdenTree Responsible and Sustainable UK Equity Opportunities A Income

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • EdenTree Responsible and Sustainable UK Equity Opportunities A Income
  • FTSE AllSh TR GBP
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev20.71 %
3-Yr Mean Return8.15 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.210.93
3-Yr Alpha4.071.34
 
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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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