Polar Capital Inc Opports B1 Instl Dis

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.14%
  • 3 Year sharpe0.54
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkSTOXX Europe 600 Financials NR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA Sector-
  • Manager GroupPolar Capital
  • DomicileIreland

Investment Strategy

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 Fund will invest at least 25% of its gross assets on a continuous basis directly in Equity Participations. 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. The other securities in which the Fund may invest will be securities with equity characteristics, including but not limited to preferred stocks, as well as depository receipts (including global depositary receipts traded) for such securities.

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