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Polar Global Technology R Inc Gbp
131.15
-0.93%
Currency: GBP
Date: 25/12/16
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 131.15 | 132.38 | GBP | 25/12/16 | -0.93 |
Terms
| Isin | IE00B42N8Z54 |
| Contract Type | Fondo Comune Inv. |
| Currency | GBP |
| Class | R |
| Risk Class | 6 |
| Assogestioni Category | Altri |
| Declared Benchmark | N.Av. |
| Start Date | 09/09/04 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | -2.10 |
| Ytd | +31.42 |
| 1 year | +26.07 |
| 3 years | +162.03 |
| 5 years | +110.78 |
| Yearly | |
|---|---|
| 11/30/2024 | +40.13 |
| 11/30/2023 | +48.18 |
| 11/30/2022 | -35.29 |
| 11/30/2021 | +18.88 |
| 11/30/2020 | +45.94 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Company
Fundrock Man. Company (Irl)Ltd
N.Av. N.Av. - N.Av.
Tel. N.Av.
N.Av. N.Av. - N.Av.
Tel. N.Av.
Costs
| Entrance (ACP) | Min: 5,0000 - Max: 5,0000 |
| Management | 1.5 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | 0 |
Subscription
| One Solution | |
|---|---|
| Initial | 0,0000 GBP |
| Integrative | N.Av. GBP |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 0,0000 |
Costs
| Entrance (ACP) | Min: 5,0000 - Max: 5,0000 |
| Management | 1.5 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | 0 |
Performance
| Cumulatives | |
|---|---|
| 1 day | -0.76 |
| 1 week | -6.38 |
| 1 month | -2.10 |
| 3 months | +6.15 |
| 6 months | +33.90 |
| From the beginning of the year | +31.42 |
| 1 year | +26.07 |
| 2 years | +83.63 |
| 3 years | +162.03 |
| 4 years | +81.67 |
| 5 years | +110.78 |
| Yearly | |
|---|---|
| 11/30/2024 | +40.13 |
| 11/30/2023 | +48.18 |
| 11/30/2022 | -35.29 |
| 11/30/2021 | +18.88 |
| 11/30/2020 | +45.94 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 1.5603 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 1.2996 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.8094 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 2.6792 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 2.3462 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.3687 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +31.54 |
| 3 years | +25.93 |
| 5 years | +24.11 |
| Negative Volatility | |
|---|---|
| 1 year | +18.41 |
| 3 years | +14.36 |
| 5 years | +14.22 |
Benchmark
| Standard Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
Updated Monthly - 25/11/28
Relative
| Sharpe | 1.2996 |
| Sortino | 2.3462 |
| Bull Market | N.Av. |
| Bear Market | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 6 |
General
| 1 year 17,746 | 3 years 15,635 | 5 years 13,875 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,746
188
+42.09
3 years 15,635
17
+154.33
5 years 13,875
49
+125.52
|
188 | +42.09 | 17 | +154.33 | 49 | +125.52 |
|
Total Volatility
1 year 17,746
13,085
+31.54
3 years 15,635
10,868
+25.93
5 years 13,875
8,550
+24.11
|
13,085 | +31.54 | 10,868 | +25.93 | 8,550 | +24.11 |
|
Negative Volatility
1 year 17,746
7,810
+18.41
3 years 15,635
9,675
+14.36
5 years 13,875
8,119
+14.22
|
7,810 | +18.41 | 9,675 | +14.36 | 8,119 | +14.22 |
|
Sharpe Index
1 year 17,746
534
+1.56
3 years 15,635
73
+1.30
5 years 13,875
409
+0.81
|
534 | +1.56 | 73 | +1.30 | 409 | +0.81 |
|
Sortino Index
1 year 17,746
973
+2.68
3 years 15,635
159
+2.35
5 years 13,875
696
+1.37
|
973 | +2.68 | 159 | +2.35 | 409 | +1.37 |
By Category
| 1 year 17,746 | 3 years 15,635 | 5 years 13,875 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,746
88
+42.09
3 years 15,635
13
+154.33
5 years 13,875
21
+125.52
|
88 | +42.09 | 13 | +154.33 | 21 | +125.52 |
|
Total Volatility
1 year 17,746
4,429
+31.54
3 years 15,635
3,373
+25.93
5 years 13,875
2,528
+24.11
|
4,429 | +31.54 | 3,373 | +25.93 | 2,528 | +24.11 |
|
Negative Volatility
1 year 17,746
2,528
+18.41
3 years 15,635
3,000
+14.36
5 years 13,875
2,402
+14.22
|
2,528 | +18.41 | 3,000 | +14.36 | 2,402 | +14.22 |
|
Sharpe Index
1 year 17,746
234
+1.56
3 years 15,635
23
+1.30
5 years 13,875
134
+0.81
|
234 | +1.56 | 23 | +1.30 | 134 | +0.81 |
|
Sortino Index
1 year 17,746
407
+2.68
3 years 15,635
60
+2.35
5 years 13,875
230
+1.37
|
407 | +2.68 | 60 | +2.35 | 230 | +1.37 |
Data provided by 