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Polar Capital Funds plc - Emerging Market Stars Fund GBP Class I Acc/  IE00BFMFDG40  /

Fonds
NAV11/4/2024 Chg.+0.0300 Type of yield Investment Focus Investment company
10.6200GBP +0.28% reinvestment Equity Emerging Markets Polar Capital ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - 0.40 -3.82 -3.01 -8.46 6.01 -3.34 -
2019 4.96 0.29 3.86 3.58 -4.25 6.10 4.84 -2.37 -0.64 -0.77 1.81 5.34 +24.51%
2020 -1.45 0.74 -13.75 9.45 7.09 12.52 2.99 3.74 0.50 0.90 4.64 4.43 +33.70%
2021 4.25 -0.17 -4.25 4.08 -3.83 6.34 -6.05 3.90 -1.13 0.26 0.00 -2.20 +0.36%
2022 -4.77 -5.01 -1.39 -4.44 0.00 -4.65 2.33 6.60 -8.63 -8.11 14.15 -4.77 -19.08%
2023 8.79 -5.62 1.84 -5.53 0.79 2.01 4.38 -4.30 -0.99 -4.87 8.27 2.58 +6.12%
2024 -3.67 5.88 3.60 -0.20 -0.50 5.69 -3.50 0.10 2.25 1.72 -0.09 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.31% 13.31% 13.31% 18.15% 18.77%
Sharpe ratio 0.79 0.15 1.08 -0.35 0.16
Best month +5.88% +5.69% +8.27% +14.15% +14.15%
Worst month -3.67% -3.50% -3.67% -8.63% -13.75%
Maximum loss -9.76% -9.76% -9.76% -31.64% -34.68%
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Emergi... reinvestment 13.7900 +23.02% -12.67%
Polar Capital Funds plc - Emergi... reinvestment 10.6200 +17.35% -9.31%
Polar Capital Funds plc - Emergi... reinvestment 12.6500 +21.17% -7.53%

Performance

YTD  
+11.32%
6 Months  
+2.51%
1 Year  
+17.35%
3 Years
  -9.31%
5 Years  
+34.94%
10 Years     -
Since start  
+40.29%
Year
2023  
+6.12%
2022
  -19.08%
2021  
+0.36%
2020  
+33.70%
2019  
+24.51%