Polar Capital Funds PLC - Financial Opportunities Fund

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Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class I Inc

Category Sector Equity Financial Services


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

-

arrow-up£0.05 (+0.40%)

Fund Code

POFII

B676X69

IE00B676X694

Prices updated as at 26 Mar 2024
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Prices in GBP

Investment objective
The Fund’s investment objective is to achieve long term capital growth. In order to achieve its objective the Fund will invest in the securities of financial sector companies and companies related to the financial sector worldwide. These companies primarily include commercial and investment banks, life and non-life insurance and reinsurance companies, asset management and brokerage companies. Other companies related to the financial sector include property and real estate companies, companies which provide support services to the financial sector (such as providing transaction services, IT services and claims administration services) and companies that own financial sector related assets, for example, conglomerates whose principal activities are financial sector related ( this may include banking and property-related businesses) and it is the financial sector related aspect of the business that drives the outlook for the relevant conglomerate.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJohn Yakas, George Barrow
12.69
10.57
Fund comparative indexMSCI ACWI/Financials NR EUR
Financials and Financial Innovation
-
1.12
0.37
0.00
Sector Equity Financial Services
10
Fund providerPolar Capital LLP
Share class launch date03 May 2011
£9.58m
-
2.31
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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