Schroder UK Opportunities Fund A Accumulation GBP

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage1 star
5-YearLowAverage1 star
10-YearBelow AverageAverage2 star
Overall*Below AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder UK Opportunities Fund A Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev20.96 %
3-Yr Mean Return3.02 %
 
3-Yr Sharpe Ratio0.12
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.271.26
3-Yr Alpha-5.42-4.64
 
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* This share class has performance data calculated prior to the inception date, 2002-02-25. This is based upon a simulated/extended track record 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)