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SEF LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)28.02.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*Below AverageHigh1 star
5-Year*AverageHigh2 star
10-Year*--Not Rated
Overall*AverageHigh2 star
Click here to see our Methodology
Volatility Measurements28.02.2018
3-Yr Std Dev*14.72 %
3-Yr Mean Return*-5.55 %
3-Yr Sharpe Ratio*-0.37
Modern Portfolio Statistics28.02.201828.02.2018
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 75%Citi SwissGBI&25%MSCI Wld Free NR
3-Yr R-Squared*43.3657.98
3-Yr Beta*0.642.13
3-Yr Alpha*-6.13-6.07
* 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.