Schroder UK Equity Fund A Accumulation GBP

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearLowHigh1 star
10-YearBelow AverageHigh1 star
OverallBelow AverageHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder UK Equity Fund A Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev21.44 %
3-Yr Mean Return0.40 %
 
3-Yr Sharpe Ratio0.00
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR USD
3-Yr Beta1.271.11
3-Yr Alpha-5.002.00
 
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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)