Polar Capital Funds plc - Global Insurance Fund Class R GBP Accumulation Shares/ IE00B4X2MP98 /
NAV2024-07-22 | Chg.+0.0378 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
11.1091GBP | +0.34% | reinvestment | Equity Worldwide | Polar Capital ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | -0.82 | 6.57 | 2.91 | 1.49 | -3.70 | 2.79 | -6.09 | - |
2019 | 2.09 | 4.33 | 1.20 | 4.61 | 3.22 | 3.40 | 3.85 | 0.48 | 2.25 | -5.70 | 1.54 | -0.26 | +22.62% |
2020 | 0.44 | -4.77 | -16.01 | -1.97 | 7.32 | 3.41 | -0.51 | 2.02 | -2.16 | -1.56 | 7.97 | 1.77 | -6.14% |
2021 | -5.69 | 6.21 | 4.30 | 5.03 | -2.84 | -1.32 | 0.97 | 5.70 | -3.77 | 3.72 | -1.16 | 4.46 | +15.70% |
2022 | 1.04 | 0.09 | 7.54 | -0.77 | 2.45 | -0.18 | -0.97 | 3.94 | -1.49 | 7.31 | 4.13 | -1.08 | +23.74% |
2023 | 2.24 | 1.00 | -6.99 | 3.38 | -4.51 | 1.23 | 1.01 | 1.13 | 4.29 | 1.66 | 0.30 | -3.23 | +0.88% |
2024 | 6.02 | 4.16 | 4.06 | -3.23 | 4.66 | -1.26 | -0.49 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 11.88% | 12.03% | 12.51% | 14.80% | 19.02% |
Sharpe ratio | 2.00 | 1.45 | 1.11 | 0.84 | 0.29 |
Best month | +6.02% | +6.02% | +6.02% | +7.54% | +7.97% |
Worst month | -3.23% | -3.23% | -3.23% | -6.99% | -16.01% |
Maximum loss | -4.72% | -4.72% | -5.77% | -11.29% | -31.27% |
Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Polar Capital Funds plc - Global... | reinvestment | 12.3146 | +18.05% | +58.68% | |
Polar Capital Funds plc - Global... | reinvestment | 11.1091 | +17.47% | +56.32% | |
Polar Capital Funds plc - Global... | reinvestment | 14.1653 | +21.12% | +61.16% | |
Polar Capital Funds plc - Global... | reinvestment | 13.1794 | +20.46% | +58.97% |
Performance
YTD | +14.34% | ||
---|---|---|---|
6 Months | +10.04% | ||
1 Year | +17.47% | ||
3 Years | +56.32% | ||
5 Years | +54.99% | ||
10 Years | - | ||
Since start | +91.37% | ||
Year | |||
2023 | +0.88% | ||
2022 | +23.74% | ||
2021 | +15.70% | ||
2020 | -6.14% | ||
2019 | +22.62% |