SEF LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)30.04.2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-Year*LowHigh1 star
10-Year*Below AverageHigh2 star
Overall*Below AverageHigh2 star
 
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Volatility Measurements30.04.2019
 
3-Yr Std Dev9.28 %
3-Yr Mean Return1.58 %
 
3-Yr Sharpe Ratio0.21
 
Modern Portfolio Statistics30.04.201930.04.2019
 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-Squared32.9057.06
3-Yr Beta0.391.32
3-Yr Alpha-2.15-2.11
 
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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.
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)