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Polar Capital Funds plc - Global Insurance Fund Class R GBP Accumulation Shares/  IE00B4X2MP98  /

Fonds
NAV23/07/2024 Chg.+0.0495 Type of yield Investment Focus Investment company
11.1586GBP +0.45% 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 -0.05 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.84% 12.03% 12.49% 14.79% 19.02%
Sharpe ratio 2.07 1.48 1.15 0.83 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 12.3697 +18.57% +58.53%
Polar Capital Funds plc - Global... reinvestment 11.1586 +17.99% +56.17%
Polar Capital Funds plc - Global... reinvestment 14.2749 +22.05% +61.17%
Polar Capital Funds plc - Global... reinvestment 13.2812 +21.39% +58.98%

Performance

YTD  
+14.85%
6 Months  
+10.19%
1 Year  
+17.99%
3 Years  
+56.17%
5 Years  
+54.80%
10 Years     -
Since start  
+92.23%
Year
2023  
+0.88%
2022  
+23.74%
2021  
+15.70%
2020
  -6.14%
2019  
+22.62%