LSE - Delayed Quote • GBp
AI Sustainable Stwdsp UK Eq Inc UK Instl (0P0001HB5J.L)
At close: August 23 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 12.96% |
| 5y Average Return | 5.86% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001HB5J.L | Category Average | 0P0001HB5J.L | Category Average | 0P0001HB5J.L | Category Average | |
| Alpha | -2.1 | -- | -0.04 | -- | -- | -- |
| BETA | 0.94 | -- | 1.02 | -- | -- | -- |
| Mean Annual Return | 0.53 | -- | 0.52 | -- | -- | -- |
| R-squared | 74.8 | -- | 85.44 | -- | -- | -- |
| Standard Deviation | 12.13 | -- | 15.84 | -- | -- | -- |
| Sharpe Ratio | 0.28 | -- | 0.28 | -- | -- | -- |
| Treynor Ratio | 2.9 | -- | 3.2 | -- | -- | -- |
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