Polar Capital Funds PLC - Emerging Market Stars Fund S Acc (EUR)

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Performance History30/11/2024
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Emerging Market Stars Fund S Acc (EUR)
Fund34.10.9-18.86.48.8
+/-Cat20.12.3-6.72.31.5
+/-B’mrk20.31.7-10.92.41.0
 
Key Stats
NAV
04/12/2024
 EUR 13.04
Day Change 0.35%
Morningstar Category™ Global Emerging Markets Equity
ISIN IE00BFMFDJ70
Fund Size (Mil)
03/12/2024
 USD 2979.72
Share Class Size (Mil)
03/12/2024
 USD 550.68
Max Initial Charge 5.00%
Ongoing Charge
29/11/2024
  0.50%
Investment Objective: Polar Capital Funds PLC - Emerging Market Stars Fund S Acc (EUR)
The Fund’s investment objective is to achieve long term capital growth. The Fund will seek to achieve its investment objective by primarily investing in a diversified portfolio of equity securities and equity related securities of, or relating to companies, which are domiciled, or exercise the predominant part of their economic activity, in emerging markets. The Fund is not expected to invest more than 30% of its Net Asset Value in securities issued by companies outside of the emerging markets.
Returns
Trailing Returns (GBP)04/12/2024
YTD11.03
3 Years Annualised-1.94
5 Years Annualised6.81
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
Naomi Waistell
31/08/2020
Jasper Wright
30/06/2023
Click here to see others
Inception Date
29/06/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI EM NR USDMorningstar EM TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Polar Capital Funds PLC - Emerging Market Stars Fund S Acc (EUR)31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.270.0099.27
Bond0.020.000.02
Property0.000.000.00
Cash1.080.370.71
Other0.000.000.00
Top 5 Regions%
Asia - Emerging46.32
Asia - Developed31.06
Latin America12.01
United States3.46
Canada3.32
Top 5 Sectors%
Technology32.17
Consumer Cyclical18.52
Financial Services18.43
Real Estate7.52
Communication Services6.70
Top 5 HoldingsSector%
Taiwan Semiconductor Manufacturi... TechnologyTechnology9.85
Tencent Holdings LtdCommunication ServicesCommunication Services6.65
Reliance Industries LtdEnergyEnergy4.06
MercadoLibre IncConsumer CyclicalConsumer Cyclical3.49
Ivanhoe Mines Ltd Class ABasic MaterialsBasic Materials3.30
Polar Capital Funds PLC - Emerging Market Stars Fund S Acc (EUR)

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