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LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)31.12.2017
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*Below AverageHigh1 star
5-Year*AverageHigh3 star
10-Year*--Not Rated
Overall*AverageHigh2 star
Click here to see our Methodology
Volatility Measurements31.12.2017
3-Yr Std Dev*14.61 %
3-Yr Mean Return*-5.33 %
3-Yr Sharpe Ratio*-0.36
Modern Portfolio Statistics31.12.201731.12.2017
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd
3-Yr R-Squared*39.1256.22
3-Yr Beta*0.601.92
3-Yr Alpha*-8.94-11.90
* 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.