Polar Capital Funds PLC - Financial Credit

Select share classes

Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Distribution Shares

Category Other Bond
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

-

arrow-up£0.002 (+0.11%)

Fund Code

POFBI

B4TCHT2

IE00B4TCHT23

Prices updated as at 02 May 2024
|
Prices in GBP
Investment objective
The investment objective of the Fund is to provide an attractive level of income together with capital growth. In order to achieve its objective the Fund will invest primarily in the equity, debt and other securities of listed financial companies. The debt securities in which the Fund will invest will be fixed and floating rate and include, but are not limited to, preference shares, convertible bonds, debentures and bonds with the restriction that unrated debt securities will not be greater than 25% of the Net Asset Value of the Fund.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
0.85
0.17
Yes
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 13 Feb 2024pdf
Fund Provider FactSheet 17 Jan 2024pdf
Annual Reports 30 Jun 2023pdf
Interim Short Report 30 Jun 2023pdf
Annual Short Report 31 Dec 2022pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.