Polar Capital Fundamental Relationships

F000002QJ0 -- Ireland Fund  

USD 22.77  0.12  0.53%

The Drivers Module shows relationships between Polar Capital's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Polar Capital Japan R USD Hdg over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Polar Capital Japan Three Year Return vs. Equity Positions Weight Fundamental Analysis

Polar Capital Japan R USD Hdg is one of the top funds in equity positions weight among similar funds. It is one of the top funds in three year return among similar funds reporting about  0.10  of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Polar Capital Japan R USD Hdg is roughly  9.88 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Polar Capital 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
100.00%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Polar Capital 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
10.12%
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Polar Capital Japan Three Year Return Comparison

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