Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class S AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -7.5 | 20.2 | -18.0 | 9.9 | 7.9 | |
+/-Cat | -4.6 | 5.4 | 4.2 | 4.0 | 5.1 | |
+/-B’mrk | - | - | - | -6.6 | 6.6 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 17/05/2024 | GBP 14.96 | |
Day Change | 0.54% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BD81XV77 | |
Fund Size (Mil) 15/05/2024 | GBP 855.03 | |
Share Class Size (Mil) 16/05/2024 | GBP 253.97 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/05/2022 | 0.70% |
Investment Objective: Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class S Acc |
The Fund’s investment objective is to achieve long term capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
George Godber 31/01/2017 | ||
Georgina Hamilton 31/01/2017 | ||
Inception Date 31/01/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class S Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Northern Trust Global Sterling F | 5.31 | |
Morgan Sindall Group PLC | Industrials | 3.15 |
GSK PLC | Healthcare | 3.14 |
Marks & Spencer Group PLC | Consumer Cyclical | 3.13 |
Sainsbury (J) PLC | Consumer Defensive | 3.02 |
Increase Decrease New since last portfolio | ||
Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class S Acc |