MI Polen Capital Global Emerging Markets Fund B Accumulation USD shares

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearBelow AverageHigh2 star
10-YearAverageAbove Average2 star
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • MI Polen Capital Global Emerging Markets Fund B Accumulation USD shares
  • Morningstar EM TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev17.79 %
3-Yr Mean Return1.88 %
 
3-Yr Sharpe Ratio-0.09
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar EM TME NR USD  Morningstar Asia xJpn TME GR USD
3-Yr Beta1.121.04
3-Yr Alpha-0.07-0.84
 
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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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