M&G Global Sustain Paris Aligned Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-YearAverageAbove Average3 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Sustain Paris Aligned Fund Sterling A Acc
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.53 %
3-Yr Mean Return14.82 %
 
3-Yr Sharpe Ratio0.87
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar US Market TR USD
3-Yr Beta1.000.94
3-Yr Alpha2.04-0.39
 
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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)