Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class S IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -7.6 | 20.2 | -18.0 | 9.9 | 11.5 |
![]() | +/-Cat | -4.7 | 5.4 | 4.1 | 4.0 | 5.3 |
![]() | +/-B’mrk | - | - | - | -6.6 | 7.5 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 15/07/2024 | GBP 13.15 | |
Day Change | -0.30% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BD81XT55 | |
Fund Size (Mil) 12/07/2024 | GBP 876.87 | |
Share Class Size (Mil) 15/07/2024 | GBP 457.77 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/05/2022 | 0.70% |
Investment Objective: Polar Capital Funds PLC - Polar Capital UK Value Opportunities Fund Class S 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 S Inc | 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 S Inc |