Schroder European Recovery fund C Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average4 star
5-YearAverageHigh1 star
10-YearBelow AverageHigh1 star
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder European Recovery fund C Accumulation
  • Morningstar DM Eur xUK TME NR EUR
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev15.89 %
3-Yr Mean Return8.54 %
 
3-Yr Sharpe Ratio0.30
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar DM Eur xUK TME NR EUR  Morningstar DM Europe Val TME NR EUR
3-Yr Beta0.981.24
3-Yr Alpha3.24-1.74
 
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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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