Polar Capital Funds PLC - Emerging Market Stars Fund SX Acc (USD)Register to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 0.9 | -19.0 | 6.2 | 9.8 | |
+/-Cat | - | 2.3 | -6.9 | 2.1 | 0.6 | |
+/-B’mrk | - | 1.7 | -11.1 | 2.3 | -1.0 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 15/10/2024 | USD 16.36 | |
Day Change | -1.39% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | IE00BKPX1668 | |
Fund Size (Mil) 14/10/2024 | USD 3036.16 | |
Share Class Size (Mil) 15/10/2024 | GBP 96.85 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 20/02/2023 | 0.74% |
Investment Objective: Polar Capital Funds PLC - Emerging Market Stars Fund SX Acc (USD) |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Naomi Waistell 31/08/2020 | ||
Jasper Wright 30/06/2023 | ||
Click here to see others | ||
Inception Date 31/12/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Emerging Market Stars Fund SX Acc (USD) | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 9.18 |
Tencent Holdings Ltd | Communication Services | 7.12 |
Reliance Industries Ltd | Energy | 4.48 |
Meituan Class B | Consumer Cyclical | 3.83 |
Ivanhoe Mines Ltd Class A | Basic Materials | 3.82 |
Increase Decrease New since last portfolio | ||
Polar Capital Funds PLC - Emerging Market Stars Fund SX Acc (USD) |