Liontrust Sustainable Future Global Growth Fund Class 2 Net Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-YearAbove AverageAbove Average4 star
OverallHighAbove Average5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Liontrust Sustainable Future Global Growth Fund Class 2 Net Accumulation
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.79 %
3-Yr Mean Return21.58 %
 
3-Yr Sharpe Ratio1.22
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta1.000.98
3-Yr Alpha2.812.33
 
Advertisement
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)