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LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)31.01.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*AverageHigh2 star
5-Year*AverageHigh2 star
10-Year*--Not Rated
Overall*AverageHigh2 star
Click here to see our Methodology
Volatility Measurements31.01.2018
3-Yr Std Dev*14.82 %
3-Yr Mean Return*-3.77 %
3-Yr Sharpe Ratio*-0.24
Modern Portfolio Statistics31.01.201831.01.2018
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd
3-Yr R-Squared*43.8257.72
3-Yr Beta*0.641.88
3-Yr Alpha*-4.16-10.48
* 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.