Polar Capital Funds PLC - Global Absolute Return Fund S EUR Hedged Accumulation

ISIN: IE00BDTYJG20

Categoria Morningstar: Macro Trading EUR

Società: Polar Capital

The Fund aims to deliver capital growth over rolling 12-month periods, in all market conditions. There is no guarantee the Fund will achieve this objective over any given period. The Fund will achieve its investment objective by investing principally in a diversified portfolio of convertible securities (including convertible bonds, convertible preference shares and convertible loan notes), corporate fixed income securities and equities. The convertible securities typically embed financial derivatives and leverage.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,87 3 anni: 2,18 5 anni: 4,97 Inizio: 5,01 2024: 2,98 2023: 2,84 2022: -1,73 2021: 4,11 2020: 19,94
Rendimento annuo: Categoria 1 anno: 3,90 3 anni: -0,82 5 anni: 1,74 Inizio: - 2024: 2,03 2023: 3,79 2022: -2,39 2021: 3,17 2020: -2,48
Rendimento annuo: Percentile 1 anno: 22,00 3 anni: 34,00 5 anni: 7,00 Inizio:- 2024: 36,00 2023: 56,00 2022: 35,00 2021: 30,00 2020: 2,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,83 3 Sharpe Ratio: 0,07 5 Correlazione: 53,79 Beta: 0,41 Alfa: 1,39 Tracking error: 5,45 Info Ratio: 0,55
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-05-21
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-05-21