HSBC Islamic Funds - HSBC Islamic Global Equity Index Fund YCGBP

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC Islamic Funds - HSBC Islamic Global Equity Index Fund YCGBP
  • DJ Islamic World TR USD
%
Volatility Measurements29/02/2020
 
3-Yr Std Dev11.16 %
3-Yr Mean Return11.46 %
 
3-Yr Sharpe Ratio0.93
 
Modern Portfolio Statistics29/02/202029/02/2020
 Standard IndexBest Fit Index
 DJ Islamic World TR USD  MSCI World Free Growth NR USD
3-Yr Beta0.980.93
3-Yr Alpha1.320.44
 
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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)

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