EdenTree Responsible and Sustainable European Equity Fund B

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAverageAbove Average2 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • EdenTree Responsible and Sustainable European Equity Fund B
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements31/05/2022
 
3-Yr Std Dev17.33 %
3-Yr Mean Return11.05 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics31/05/202231/05/2022
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  Morningstar Eurozone NR EUR
3-Yr Beta1.090.97
3-Yr Alpha1.233.37
 
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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)