Schroder International Selection Fund Global Climate Change Equity Z Accumulation EUR

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-YearHighAverage5 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder International Selection Fund Global Climate Change Equity Z Accumulation EUR
  • Morningstar Global TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev14.94 %
3-Yr Mean Return0.18 %
 
3-Yr Sharpe Ratio-0.22
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Global TME NR USD  Morningstar EAA USD Agg Tgt Alloc NR USD
3-Yr Beta1.161.35
3-Yr Alpha-8.30-6.55
 
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* This share class has performance data calculated prior to the inception date, 2013-10-16. This is based upon a simulated/extended track record, using the track record of Schroder ISF Glb Clmt Chg Eq A Acc EUR (ISIN: LU0302446645), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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