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

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearHighHigh5 star
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class Z EUR Acc
  • Refinitiv Global Hgd CB TR EUR
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev10.97 %
3-Yr Mean Return-7.01 %
 
3-Yr Sharpe Ratio-0.86
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Refinitiv Global Hgd CB TR EUR  Refinitiv Global Hgd CB TR EUR
3-Yr Beta1.041.04
3-Yr Alpha-2.60-2.60
 
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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)
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