Polar Capital North American Fund Rated Bronze

FUND RESEARCH UPDATE: Morningstar OBSR analysts have awarded this fund a new rating of Bronze

Ruli Viljoen 30 September, 2014 | 12:39AM
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Following the Morningstar OBSR Analyst Ratings Meeting on 11th September 2014, we have awarded the Polar Capital North American fund a Morningstar OBSR Analyst Rating™ of Bronze. The fund is managed by Andrew Holliman and Richard Wilson, who moved from the US desk at Threadneedle to launch this product in November 2011. Both are experienced investors in the North American equity space and have managed money for a number of years. Holliman was responsible for the Threadneedle American fund from 2004 to 2011 and produced a strong and consistent track record over that time from a broadly similar mandate.

Since launch this Polar Capital fund has produced good returns, and with the addition of dedicated analysts and the support of the wider team, we feel its resources are sufficient. The process is clear and structured; as a core offering we feel the fund represents a strong option for investors, and we have thus awarded it a Bronze rating.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Polar Capital North American R39.93 USD-0.08Rating

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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