LHV World Equities A

Morningstar Rating™(Relative to Category)31-08-2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage3 star
10-YearLowAbove Average1 star
OverallBelow AverageAverage2 star
 
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Volatility Measurements31-08-2020
 
3-Yr Std Dev16.24 %
3-Yr Mean Return5.01 %
 
3-Yr Sharpe Ratio0.33
 
Modern Portfolio Statistics31-08-202031-08-2020
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI Europe Ex UK Small Cap NR USD
3-Yr Beta1.060.88
3-Yr Alpha-5.000.32
 
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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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