Schroder MM Diversity S Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder MM Diversity S Accumulation
  • Morningstar UK Mod Caut Tgt Alloc NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev5.36 %
3-Yr Mean Return6.68 %
 
3-Yr Sharpe Ratio0.58
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Caut Tgt Alloc NR GBP  Morningstar DM Eur Div Yld >2.5% NR EUR
3-Yr Beta0.460.39
3-Yr Alpha4.371.26
 
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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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