Polar Capital Funds PLC - Polar Capital Global Technology Fund Income (GBP)

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Polar Capital Funds PLC - Polar Capital Global Technology Fund Income (GBP)
  • MSCI World/Information Tech NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev15.08 %
3-Yr Mean Return32.00 %
 
3-Yr Sharpe Ratio1.84
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI World/Information Tech NR USD  NASDAQ Composite PR USD
3-Yr Beta0.830.88
3-Yr Alpha0.503.60
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)