MI Polen Capital Global Emerging Markets Fund B Accumulation shares

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearLowAbove Average1 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • MI Polen Capital Global Emerging Markets Fund B Accumulation shares
  • Morningstar EM TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev15.22 %
3-Yr Mean Return-2.63 %
 
3-Yr Sharpe Ratio-0.40
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar EM TME NR USD  Morningstar Asia xJpn TME GR USD
3-Yr Beta1.060.98
3-Yr Alpha-4.85-5.58
 
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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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