GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class Z GBP Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class Z GBP Acc
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev12.21 %
3-Yr Mean Return14.12 %
 
3-Yr Sharpe Ratio1.05
 
Modern Portfolio Statistics-30/09/2021
 Standard IndexBest Fit Index
   ICE BofA US Convt Bonds TR USD
3-Yr Beta-0.67
3-Yr Alpha--0.43
 
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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)