Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class R AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.1 | 19.7 | -18.6 | 9.1 | 11.0 |
![]() | +/-Cat | -5.2 | 4.9 | 3.5 | 3.2 | 4.8 |
![]() | +/-B’mrk | - | - | - | -7.4 | 7.1 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 15/07/2024 | GBP 12.31 | |
Day Change | -0.40% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BF0W2D75 | |
Fund Size (Mil) 12/07/2024 | GBP 876.87 | |
Share Class Size (Mil) 15/07/2024 | GBP 1.19 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 13/02/2024 | 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 | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.77 |
![]() | ![]() | 3.66 |
![]() | ![]() | 3.65 |
![]() | ![]() | 3.53 |
![]() | ![]() | 3.38 |
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Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class R Acc |