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Polar Capital Funds plc - Global Insurance Fund Class I GBP Accumulation Shares F/  IE00B61MW553  /

Fonds
NAV23/08/2024 Chg.+0.0377 Type of yield Investment Focus Investment company
12.9598GBP +0.29% reinvestment Equity Worldwide Polar Capital ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - -0.78 6.62 3.01 1.49 -3.50 2.93 -6.05 -
2019 2.13 4.37 1.24 4.65 3.29 3.41 3.90 0.78 2.21 -5.78 1.56 -0.22 +23.28%
2020 0.51 -4.64 -16.00 -2.16 7.57 3.31 -0.27 1.91 -2.03 -1.39 7.66 1.81 -5.79%
2021 -5.65 6.25 4.35 5.07 -2.80 -1.27 1.01 5.74 -3.73 3.76 -1.12 4.51 +16.28%
2022 1.08 0.13 7.59 -0.73 2.50 -0.13 -0.93 3.99 -1.42 7.62 3.93 -1.05 +24.38%
2023 2.28 1.07 -6.98 3.43 -4.47 1.25 1.05 1.17 4.37 1.69 0.31 -3.19 +1.37%
2024 6.06 4.20 4.10 -3.19 4.70 -1.22 2.90 1.80 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.02% 12.19% 12.83% 14.97% 19.11%
Sharpe ratio 2.54 1.42 1.76 0.82 0.37
Best month +6.06% +4.70% +6.06% +7.62% +7.66%
Worst month -3.19% -3.19% -3.19% -6.98% -16.00%
Maximum loss -4.70% -4.70% -5.74% -11.25% -31.11%
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Global... reinvestment 12.9598 +26.17% +55.61%
Polar Capital Funds plc - Global... reinvestment 11.6860 +25.54% +53.29%
Polar Capital Funds plc - Global... reinvestment 14.8268 +27.43% +56.92%
Polar Capital Funds plc - Global... reinvestment 13.7893 +26.69% +54.79%

Performance

YTD  
+20.67%
6 Months  
+9.92%
1 Year  
+26.17%
3 Years  
+55.61%
5 Years  
+65.79%
10 Years     -
Since start  
+108.08%
Year
2023  
+1.37%
2022  
+24.38%
2021  
+16.28%
2020
  -5.79%
2019  
+23.28%