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
MSCI ACWI Growth NR USD
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
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2021 Morningstar. All rights reserved.