LF Blue Whale Growth R Sterling Acc (FUND:BD6PG78) - Fund price

Fund Report

LF Blue Whale Growth Fund R Sterling Accumulation

Morningstar Rating™ (Relative to Category) 31/12/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global Large-Cap Growth EquityClick here to see our Methodology
3-YearHighAbove Average5 Stars
5-Year--Not Rated
10-Year--Not Rated
OverallHighAbove Average5 Stars
Modern Portfolio Statistics 31/12/2020
 Standard Index
Best Fit Index
Morningstar US Large Growth TR USD
3-Yr R-Squared87.8591.15
3-Yr Beta0.990.94
3-Yr Alpha2.91-1.48
Return/Risk Analysis 31/12/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation19.9616.74-
3-Yr Mean Return28.2821.89-
Sharpe Ratio1.251.16-
Sortino Ratio---
Positive Months82426
Negative Months41213
Worst Month-6.95-8.71-8.71
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