Schroder Income Fund A Accumulation GBP

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Income Fund A Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev22.52 %
3-Yr Mean Return5.91 %
 
3-Yr Sharpe Ratio0.24
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR GBP
3-Yr Beta1.331.15
3-Yr Alpha-1.631.09
 
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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)