HSBC Global Investment Funds - Euroland Equity Smaller Companies AC

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageHigh2 star
10-YearAverageHigh2 star
Overall*AverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC Global Investment Funds - Euroland Equity Smaller Companies AC
  • MSCI EMU SMID NR EUR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev22.39 %
3-Yr Mean Return4.32 %
 
3-Yr Sharpe Ratio0.17
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI EMU SMID NR EUR  MSCI EMU Mid NR EUR
3-Yr Beta1.171.22
3-Yr Alpha-6.03-4.88
 
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* This share class has performance data calculated prior to the inception date, 2003-05-12. This is based upon a simulated/extended track record 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)