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Guinness Asian Equity Income Fund Class Y EUR Accumulation

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*Above AverageAbove Average4 star
5-Year*HighAbove Average5 star
10-Year*--Not Rated
Overall*HighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Guinness Asian Equity Income Fund Class Y EUR Accumulation
  • MSCI AC Asia Pacific ex Japan HDY NR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev*11.75 %
3-Yr Mean Return*9.17 %
 
3-Yr Sharpe Ratio*0.70
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific ex Japan HDY NR USD  MSCI AC Asia Pacific GR USD
3-Yr Beta*1.011.05
3-Yr Alpha*3.030.02
 
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* This share class has performance data calculated prior to the inception date, 2017-05-08. This is based upon a simulated/extended track record, using the track record of Guinness Asian Equity Income X EUR Acc (ISIN: IE00BGHQDR08), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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