Polar Capital Funds PLC - Smart Energy Fund I Accumulation (GBP)

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Performance History30/06/2022
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Smart Energy Fund I Accumulation (GBP)
Fund-----17.2
+/-Cat-----7.4
+/-B’mrk-----17.9
 
Key Stats
NAV
30/06/2022
 GBP 6.51
Day Change -1.36%
Morningstar Category™ Sector Equity Alternative Energy
IA (formerly IMA) Sector Specialist
ISIN IE000GWLH680
Fund Size (Mil)
17/06/2022
 USD 62.28
Share Class Size (Mil)
30/06/2022
 USD 38.85
Max Initial Charge 5.00%
Ongoing Charge
10/02/2022
  0.90%
Investment Objective: Polar Capital Funds PLC - Smart Energy Fund I Accumulation (GBP)
The investment objective of the Fund is to provide long-term capital growth. In addition, the Fund has sustainable investment as its objective. Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly harm any environmental or social objective and that the investee companies follow good governance practices.
Returns
Trailing Returns (GBP)30/06/2022
YTD-17.18
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
-
-
Inception Date
30/09/2021
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDS&P Global Clean Energy TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Polar Capital Funds PLC - Smart Energy Fund I Accumulation (GBP)31/05/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United States42.58
Eurozone20.63
Japan10.85
Asia - Emerging9.49
Asia - Developed4.31
Top 5 Sectors%
Technology49.17
Industrials20.07
Basic Materials14.21
Utilities8.53
Consumer Cyclical8.02
Top 5 HoldingsSector%
Enphase Energy IncTechnologyTechnology6.34
ON Semiconductor CorpTechnologyTechnology5.79
Aixtron SETechnologyTechnology4.04
Renesas Electronics CorpTechnologyTechnology4.03
XPeng Inc ADRConsumer CyclicalConsumer Cyclical4.03
Polar Capital Funds PLC - Smart Energy Fund I Accumulation (GBP)

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)