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LSE - Delayed Quote GBP

Polar Cptl Eurp Ex UK Inc S GBP Hdg Inc (0P00016CNK.L)

13.34
+0.13
+(0.98%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 11.51%
5y Average Return 13.25%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 21.30%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 21.30%
Worst 3Y Total Return 0.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016CNK.L
Category
YTD
9.56%
0.00%
1-Month
0.38%
0.00%
3-Month
9.56%
0.00%
1-Year
10.23%
0.00%
3-Year
11.35%
0.00%
5-Year
14.06%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016CNK.L
Category
2024
5.33%
--
2023
14.73%
--
2022
2.86%
--
2021
19.46%
--
2020
-11.28%
--
2019
21.30%
--
2018
-4.47%
--
2017
11.68%
--

2016
4.00%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.70% -1.69% 6.71% -4.10%
2023 7.64% 2.39% 0.39% 3.70%
2022 -1.35% -1.66% -3.28% 9.63%
2021 7.20% 5.27% 0.21% 5.63%
2020 -25.24% 12.58% -3.35% 9.07%
2019 9.13% 3.34% 2.21% 5.23%
2018 -5.54% 3.49% 3.92% -5.97%
2017 6.19% 1.87% 1.68% 1.53%
2016 -6.36% 0.37% 4.86% 5.53%
2015 -7.30% 7.07% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 4.72%
3-Year 9.46%
5-Year 12.90%
10-Year --

Performance & Risk

YTD Return 11.51%
5y Average Return 13.25%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Polar Capital LLP
Net Assets --
YTD Return 9.56%
Yield 3.82%
Morningstar Rating --
Inception Date Jun 30, 2015

Fund Summary

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