Legal & General Active Sterling Corporate Bond Fund I Class Accumulation

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legal & General Active Sterling Corporate Bond Fund I Class Accumulation
  • Morningstar UK Corp Bd GR GBP
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev10.02 %
3-Yr Mean Return-3.49 %
 
3-Yr Sharpe Ratio-0.65
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK Corp Bd GR GBP  Bloomberg Sterling Agg Corp TR GBP
3-Yr Beta0.890.96
3-Yr Alpha0.05-0.08
 
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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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