Schroder UK Alpha Plus Fund A Accumulation GBP

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAverageAbove Average2 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder UK Alpha Plus Fund A Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev19.57 %
3-Yr Mean Return7.80 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.191.19
3-Yr Alpha-0.36-0.36
 
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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)