HSBC World Selection - Dynamic Portfolio Income PRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 31/08/2024 | ||||||||||||||||||||
| |||||||||||||||||||||
Category : GBP Allocation 60-80% Equity | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
| |
% |
Volatility Measurements | 31/08/2024 | ||||||||||
| |||||||||||
Modern Portfolio Statistics | 31/08/2024 | 31/08/2024 |
Standard Index | Best Fit Index | |
Morningstar UK Mod Adv Tgt Alloc NR GBP | Morningstar EAA USD Agg Tgt Alloc NR USD | |
3-Yr Beta | 0.90 | 0.92 |
3-Yr Alpha | 0.65 | -0.85 |
Advertisement |