HSBC Global Investment Funds - Global Equity Climate Change AC

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearAverageHigh3 star
10-YearAverageAbove Average3 star
OverallAverageHigh3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • HSBC Global Investment Funds - Global Equity Climate Change AC
  • MSCI ACWI NR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev17.82 %
3-Yr Mean Return9.73 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Cat 40%Citi SwissGBI&60%MSCI Wld Free NR
3-Yr Beta1.071.49
3-Yr Alpha-0.681.79
 
Advertisement
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)