Threadneedle UK Smaller Companies Fund Retail Income GBP

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Morningstar Rating™(Relative to Category)31/03/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Threadneedle UK Smaller Companies Fund Retail Income GBP
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/03/2021
 
3-Yr Std Dev22.54 %
3-Yr Mean Return13.88 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics31/03/202131/03/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.840.96
3-Yr Alpha3.505.61
 
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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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