YHD - Delayed Quote • GBp
Royal London Sustainable Mgd Gr C Inc (GB00B8K34M44.L)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective is to provide a total return by way of accumulated income, with some capital growth. The Scheme invests mainly in fixed income securities with some equities, mainly in the United Kingdom. Investments in the Scheme will adhere to the Cooperative Investments ethical investment policy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.80% |
| Worst 1Y Total Return | 3.40% |
| Number of Years Up | 3 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GB00B8K34M44.L | Category Average | GB00B8K34M44.L | Category Average | GB00B8K34M44.L | Category Average | |
| Alpha | 0.24 | 0.01 | -- | 0.01 | -- | -0.01 |
| BETA | 0.87 | 0 | -- | 0 | -- | 0.01 |
| Mean Annual Return | 0.4 | 0 | -- | 0 | -- | 0 |
| R-squared | 80.23 | 0.44 | -- | 0.44 | -- | 0.48 |
| Standard Deviation | 5.65 | 0.04 | -- | 0.04 | -- | 0.07 |
| Sharpe Ratio | 0.77 | 0.01 | -- | 0.01 | -- | 0 |
| Treynor Ratio | 4.92 | 0.13 | -- | 0.12 | -- | 0.05 |
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