Royal London UK FTSE4Good Tracker Trust

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London UK FTSE4Good Tracker Trust
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev10.40 %
3-Yr Mean Return8.61 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  FTSE AllSh TR GBP
3-Yr Beta0.920.93
3-Yr Alpha-0.080.04
 
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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)
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