EdenTree Responsible and Sustainable UK Equity Opportunities B

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighAverage5 star
10-YearHighAverage5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • EdenTree Responsible and Sustainable UK Equity Opportunities B
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev20.82 %
3-Yr Mean Return10.53 %
 
3-Yr Sharpe Ratio0.46
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.230.92
3-Yr Alpha4.822.53
 
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* This share class has performance data calculated prior to the inception date, 2000-10-25. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)