SEF LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)31.12.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-Year*LowHigh1 star
10-Year*Below AverageHigh2 star
Overall*Below AverageHigh2 star
 
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Volatility Measurements31.12.2018
 
3-Yr Std Dev12.81 %
3-Yr Mean Return-1.58 %
 
3-Yr Sharpe Ratio-0.10
 
Modern Portfolio Statistics31.12.201831.12.2018
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd
3-Yr R-Squared39.0154.47
3-Yr Beta0.531.32
3-Yr Alpha-4.15-2.92
 
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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.