SEF LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)28.02.2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-Year*LowAbove Average1 star
10-Year*AverageHigh2 star
Overall*Below AverageHigh2 star
 
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Volatility Measurements28.02.2019
 
3-Yr Std Dev8.69 %
3-Yr Mean Return0.18 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics28.02.201928.02.2019
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur
3-Yr R-Squared40.8366.13
3-Yr Beta0.421.37
3-Yr Alpha-3.08-3.49
 
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* This share class has performance data calculated prior to the inception date, 2015-04-13. This is based upon a simulated/extended track record, using the track record of LHV Persian Gulf A (ISIN: EE3600095287), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.