Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | ||
Price Return | -14.32 | 27.07 | -7.70 | 20.05 | -18.09 | 9.69 | 11.42 | |
+/- Category | 0.62 | -3.76 | -4.77 | 5.25 | 4.07 | 3.79 | 5.22 | |
+/- Category Index | - | - | - | - | - | -6.88 | 7.45 | |
% Rank in Category | 63 | 50 | 93 | 72 | 27 | 14 | 8 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.38 | -0.59 | 0.31 |
1 Week | 0.92 | -0.76 | -0.26 |
1 Month | 3.47 | -0.91 | -0.48 |
3 Months | 8.07 | -0.34 | 1.65 |
6 Months | 16.19 | 3.09 | 5.57 |
YTD | 13.58 | 3.55 | 6.01 |
1 Year | 22.42 | 6.00 | 4.09 |
3 Years Annualised | 2.83 | 4.92 | 1.72 |
5 Years Annualised | 5.26 | 1.98 | 1.19 |
10 Years Annualised | - | - | - |
Category: UK Mid-Cap Equity | |||
Category Index: Morningstar UK SMID Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.45 | 5.66 | - | - |
2023 | 2.70 | -0.54 | 2.34 | 4.93 |
2022 | -6.56 | -11.47 | -10.91 | 11.16 |
2021 | 6.51 | 5.22 | 5.03 | 1.99 |
2020 | -33.43 | 14.95 | -1.87 | 22.91 |
2019 | 8.43 | 2.93 | -0.36 | 14.26 |
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