Polar Capital Funds PLC - Asian Stars Fund S Accumulation

ISIN: IE00BG43QJ76

Categoria Morningstar: Asia ex-Japan Equity

Società: Polar Capital

The Fund’s investment objective is to achieve long term capital growth. The Fund will seek to achieve its investment objective by primarily investing in a diversified portfolio of equity securities and equity related securities of, or relating to companies, which are domiciled, or exercise the predominant part of their economic activity, in Asian developed and emerging markets. The Fund will generally not invest more than 30% of its Net Asset Value in securities issued by companies in Japan or outside of Asia (such as Australia and New Zealand).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,09 3 anni: -5,21 5 anni: 8,13 Inizio: 10,08 2024: 4,06 2023: 5,03 2022: -21,44 2021: 12,02 2020: 31,86
Rendimento annuo: Categoria 1 anno: -1,99 3 anni: -8,22 5 anni: 2,77 Inizio: - 2024: 2,71 2023: -1,92 2022: -15,99 2021: 3,50 2020: 16,26
Rendimento annuo: Percentile 1 anno: 20,00 3 anni: 24,00 5 anni: 2,00 Inizio:- 2024: 38,00 2023: 9,00 2022: 82,00 2021: 13,00 2020: 10,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 95,32 Beta: 1,17 Alfa: 1,63 Tracking error: 7,42 Info Ratio: -0,10
Fonte: Morningstar. Dati in euros. Categoria: Asia ex-Japan Equity. Data: 2024-02-22
Fonte: Morningstar. Dati in euros. Categoria: Asia ex-Japan Equity. Data: 2024-02-22