| Performance1 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Fund Name | Morningstar Rating2 | Fund Rating3 | Annual Management Charge (%) | 1 Year Change (%) | Quartile Rank over 1 Year | 3 Years Change (%) | Quartile Rank over 3 Years | Performance Details | |
| STS Agg Gr Port MM EUR A1Acc | Not rated | Not rated | 1 | -10.32 | 3 | Performance Details for STS Agg Gr Port MM EUR A1Acc | |||
| STS Balanced Port MultiM € A1Acc | Not rated | Not rated | 0.75 | -2.44 | 1 | Performance Details for STS Balanced Port MultiM € A1Acc | |||
| STS Conserv Port MultiM € A1Acc | Not rated | Not rated | 0.5 | 7.1 | 4 | Performance Details for STS Conserv Port MultiM € A1Acc | |||
| STS Growth Port MultiM € A1Acc | Not rated | Not rated | 1 | -7.06 | 2 | Performance Details for STS Growth Port MultiM € A1Acc | |||
| STS Inc & Growth Port MM € A1Acc | Not rated | Not rated | 0.75 | 1.8 | 3 | Performance Details for STS Inc & Growth Port MM € A1Acc | |||
Notes about the table
1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).
2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.
3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.