SEF LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)31.10.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-Year*LowHigh1 star
10-Year*AverageHigh2 star
Overall*Below AverageHigh2 star
 
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Volatility Measurements31.10.2018
 
3-Yr Std Dev13.11 %
3-Yr Mean Return-2.64 %
 
3-Yr Sharpe Ratio-0.18
 
Modern Portfolio Statistics31.10.201831.10.2018
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur
3-Yr R-Squared43.6154.34
3-Yr Beta0.561.43
3-Yr Alpha-2.42-5.15
 
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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.