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POLAR CAPITAL NORTH AMERICA - Fund overview

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Overview of POLAR CAPITAL NORTH AMERICA

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. POLAR CAPITAL NORTH AMERICA does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  North America
Product type  OFFSHORE FUND
Launched  November, 2011
Size  £468m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 678.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.00%

Bestinvest says


No information available.

Portfolio

polar capital north america asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
polar capital north america equity geographic illustration
Allocation Proportion
UK
Europe
Nth America 100%
Japan
Pacific
Other Equity
polar capital north america equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


This fund is focused on all-cap North American long-only equities. Its aim is to outperform the MSCI North American by more than 5% per annum.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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