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GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class I USD Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearAbove AverageAverage5 star
10-YearHighAverage5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class I USD Acc
  • Refinitiv Global CB TR USD
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev9.91 %
3-Yr Mean Return14.75 %
 
3-Yr Sharpe Ratio1.36
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 Refinitiv Global CB TR USD  ICE BofA US Convt Bonds TR USD
3-Yr Beta0.850.64
3-Yr Alpha1.89-0.19
 
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* This share class has performance data calculated prior to the inception date, 2009-10-05. This is based upon a simulated/extended track record, using the track record of Calamos Global Convertible A USD Acc (ISIN: IE00B28VTV28), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)