HSBC Global Investment Funds - Global Equity Climate Change AC

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average4 star
10-YearAbove AverageAverage4 star
OverallHighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC Global Investment Funds - Global Equity Climate Change AC
  • MSCI ACWI NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev14.05 %
3-Yr Mean Return23.78 %
 
3-Yr Sharpe Ratio1.51
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  FTSE All-World Shariah TR USD
3-Yr Beta0.960.95
3-Yr Alpha4.763.80
 
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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)