Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class I IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -7.7 | 20.1 | -18.1 | 9.7 | 5.5 | |
+/-Cat | -4.8 | 5.3 | 4.1 | 3.8 | 3.8 | |
+/-B’mrk | - | - | - | -6.9 | 2.4 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 29/04/2024 | GBP 12.35 | |
Day Change | 0.82% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BD81XW84 | |
Fund Size (Mil) 26/04/2024 | GBP 806.54 | |
Share Class Size (Mil) 29/04/2024 | GBP 41.43 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/05/2022 | 0.85% |
Investment Objective: Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class I Inc |
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 I Inc | 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 I Inc |