MI Polen Capital Asia Income Fund I Inc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • MI Polen Capital Asia Income Fund I Inc
  • MSCI AC Asia Pacific ex Japan HDY NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev13.69 %
3-Yr Mean Return4.88 %
 
3-Yr Sharpe Ratio0.10
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific ex Japan HDY NR USD  MSCI EM NR USD
3-Yr Beta1.051.00
3-Yr Alpha-5.573.30
 
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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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