Schroder UK Alpha Plus Z Acc (FUND:B5L33N6) - Fund price

Fund Report

Schroder UK Alpha Plus Fund Z Accumulation GBP

Morningstar Rating™ (Relative to Category) 31/08/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: UK Large-Cap EquityClick here to see our Methodology
3-YearAbove AverageAbove Average4 Stars
5-YearAbove AverageAbove Average4 Stars
10-YearAbove AverageAbove Average4 Stars
OverallAbove AverageAbove Average4 Stars
Modern Portfolio Statistics 31/08/2021
 Standard Index
Best Fit Index
3-Yr R-Squared94.1294.12
3-Yr Beta1.191.19
3-Yr Alpha1.841.84
Return/Risk Analysis 31/08/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation19.5619.8116.32
3-Yr Mean Return32.957.858.18
Sharpe Ratio1.470.360.46
Sortino Ratio---
Positive Months82236
Negative Months41424
Worst Month-6.00-16.33-16.33
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