Stewart Investors Wldwd Sustbl B Inc GBP (FUND:B8319S6) - Fund price


Fund Report

Stewart Investors Worldwide Sustainability Fund Class B (Income) GBP

Morningstar Rating™ (Relative to Category) 30/11/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global Large-Cap Growth EquityClick here to see our Methodology
3-YearBelow AverageLowStarRatingValueLabel_3
5-YearAverageLowStarRatingValueLabel_3
10-Year--Not Rated
OverallAverageLowStarRatingValueLabel_3
Modern Portfolio Statistics 30/11/2019
 Standard Index
MSCI ACWI Growth NR USD
Best Fit Index
MSCI Europe Growth NR USD
3-Yr R-Squared77.0978.06
3-Yr Beta0.700.74
3-Yr Alpha0.351.74
Return/Risk Analysis 30/11/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation7.968.5910.31
3-Yr Mean Return10.4310.8912.51
Sharpe Ratio1.161.151.10
Sortino Ratio---
Positive Months82643
Negative Months41017
Worst Month-4.04-5.23-5.93
This analysis was written for a different share class of this fund. The performance and fee structure of this class may vary from that referenced in the analysis.
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