HSBC GIF Turkey Equity AD (PLN)

Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average5 star
5-YearAbove AverageAbove Average5 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average5 star
 
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Volatility Measurements30/09/2024
 
3-Yr Std Dev35.70 %
3-Yr Mean Return50.37 %
 
3-Yr Sharpe Ratio1.11
 
Modern Portfolio Statistics-30/09/2024
 Standard IndexBest Fit Index
   Morningstar Turkey TME NR EUR
3-Yr Beta-1.01
3-Yr Alpha-11.02
 
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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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