Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class R AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -8.1 | 19.7 | -18.6 | 9.1 | 5.2 | |
+/-Cat | -5.2 | 4.9 | 3.5 | 3.2 | 3.6 | |
+/-B’mrk | - | - | - | -7.4 | 2.2 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 19/04/2024 | GBP 11.16 | |
Day Change | -0.80% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BF0W2D75 | |
Fund Size (Mil) 18/04/2024 | GBP 772.56 | |
Share Class Size (Mil) 19/04/2024 | GBP 0.99 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/05/2022 | 1.45% |
Investment Objective: Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class R 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 05/03/2018 |
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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 R Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Northern Trust Global Sterling F | 4.01 | |
GSK PLC | Healthcare | 3.30 |
Morgan Sindall Group PLC | Industrials | 3.08 |
Premier Foods PLC | Consumer Defensive | 2.93 |
Gamma Communications PLC | Communication Services | 2.85 |
Increase Decrease New since last portfolio | ||
Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class R Acc |