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Polar Capital Financial Opportunities

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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?

    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...

    Primary manager

  • How has this fund performed?

    Cumulative Performance chart

    Cumulative Performance as at 24/08/2016
        3m 6m 1yr 3yrs 5yrs
    Polar Capital Financial Opportunities R USD +9.6 +18.2 +11.0 +26.9 +66.8
    IA Specialist +15.8 +22.7 +26.5 +19.1 +26.3

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    Ratio Info

        1y 3y
    ? Volatility 19.77 14.49
    ? Alpha -16.03 1.49
    ? Beta 0.96 0.91
    ? Sharpe -0.04 0.00
    ? Info Ratio -1.40 0.12
    ? R2 0.65 0.59

    Risk Score

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

    This fund: 94
    FTSE 100: 100
    Cash: 0

    Investment Details

    Charges
    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 10.87 24 Aug 2016 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 (29 Jul 2016)

    Rank Asset %    
    1 US Equities 36.30
    2 International Equities 25.60
    3 Money Market 11.30
    4 UK Equities 6.50
    5 Indian Equities 5.80
    6 Japanese Equities 3.60
    7 Singapore Equities 3.50
    8 Mexican Equities 2.70
    9 American Emerging Equities 2.40
    10 Luxembourg Equities 2.30
  • 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: £19.4m / $25.6m (29-Jul-16)
    Unit Launch: 03-May-2011
    Fund Launch: 03-May-2011
    Savings plan: NO
    Pricing times: 12:00
    Dealing times: N/A
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    16, Palace Street, London, SW1E 5JD


    Investor-Relations@polarcapital.co.uk

    020 7227 2721 (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.

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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.

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