Zurich Henderson Global Sustainable Equity ZP Pension Fund

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Morningstar Rating™(Relative to ABI Sector)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearHighAverage5 star
10-YearHighAbove Average5 star
OverallHighAbove Average4 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Zurich Henderson Global Sustainable Equity ZP Pension Fund
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev13.12 %
3-Yr Mean Return6.09 %
 
3-Yr Sharpe Ratio0.21
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar Gbl Growth TME GR USD
3-Yr Beta0.990.84
3-Yr Alpha-3.56-0.81
 
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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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