HSBC Global Investment Funds - Euroland Equity Smaller Companies IC (PLN)

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageHigh2 star
10-YearAverageHigh2 star
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC Global Investment Funds - Euroland Equity Smaller Companies IC (PLN)
  • MSCI EMU SMID NR EUR
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev21.36 %
3-Yr Mean Return11.92 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI EMU SMID NR EUR  MSCI EMU Mid NR EUR
3-Yr Beta1.191.25
3-Yr Alpha-6.50-6.12
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)