To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table

Polar Capital Financial Opportunities

Change Share Class?

Polar Capital Financial Opportunities R USD
Select Performance Currency
Pound Sterling
  • What is the Fund’s objective?

    The Fund aims to provide long-term capital growth by investing primarily in the securities of financial sector companies globally. 

    How does FE rate this fund?

    • No FE Alpha managers
    • Not included in the AFI

    Who manages this fund?

    John Yakas Since 03-May-2011

    John Yakas joined Polar Capital in September 2010 and is the Manager of the Polar Capital Asian Financials Fund, Polar...


    George Barrow Since 01-Mar-2017

    Manager biography not available


  • How has this fund performed?

    Cumulative Performance chart

    Cumulative Performance as at 26/05/2017
        3m 6m 1yr 3yrs 5yrs
    Polar Capital Financial Opportunities R USD +1.3 +8.7 +32.9 +46.1 +101.5
    IA Specialist +1.1 +8.4 +25.5 +24.8 +42.3

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    Ratio Info

        1y 3y
    ? Volatility 12.79 13.56
    ? Alpha 12.74 5.26
    ? Beta 0.50 0.80
    ? Sharpe 0.97 0.03
    ? Info Ratio 0.63 0.50
    ? R2 0.09 0.47

    Risk Score

    FE Risk scores allow you to see how risky a fund is in comparison with the FTSE 100.

    This fund: 112
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 5.00%
    Annual 1.50%
    ? OCF 1.70%
    Minimum Investment?
    Initial n/a
    Additional n/a
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    Polar Capital Financial Opportunities R USD INC USD 12.94 25 May 2017 n/a NLS7 B6429P1 IE00B6429P10

    Change the share class at the top of the page to see details of other share classes for this fund.

  • What does this fund invest in?

    Asset Class Breakdown (31 Mar 2017)

    Rank Asset %    
    1 US Equities 39.30
    2 International Equities 25.00
    3 Indian Equities 7.80
    4 UK Equities 7.30
    5 American Emerging Equities 4.50
    6 Money Market 4.00
    7 French Equities 3.20
    8 Hong Kong Equities 3.10
    9 Japanese Equities 3.10
    10 Dutch Equities 2.70

    Top Holdings (31 Mar 2017)

  • Additional Information

    Additional Information

    Legal Structure: OEIC
    Own ISA wrapper: NO
    Trustee / Depositary: Northern Trust Fiduciary Services (Ireland) Limited
    Registrar: Northern Trust International Fund Administration S
    Multi-Manager: NO
    Dividend policy: Jan 01 (Final), Jul 01 (Interim)
    Fund size: £55.8m / $71.4m (28-Apr-17)
    Unit Launch: 03-May-2011
    Fund Launch: 03-May-2011
    Savings plan: NO
    Pricing times: 16:00
    Dealing times: Daily 17:00 (Dublin time)
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    16 Palace Street, London, London, SW1E 5JD

    020 7227 2799 (Fax Number)
    020 7227 2700 (Main Number)

Initial Charges: max.;

Price total return performance figures are calculated on a bid price to bid price basis (mid to mid where applicable) with gross income (dividends) reinvested. Performance figures are shown in selected currency.

Your custom layout changed and saved automatically
Drag and drop the icon to customise your factsheet layout
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close