Polar Capital Financial Opports I Inc GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.42%
  • 3 Year sharpe0.54
  • 3 Year alpha-1.14
  • Distribution Typeincome
  • BenchmarkMSCI ACWI/Financials NR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • IA Sector-
  • Manager GroupPolar Capital
  • DomicileIreland
  • ISINIE00B676X694

Investment Strategy

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.

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