POLAR CAPITAL NORTH AMERICAN HEDGED I GBP

  • 2444.00p Price (Inc)
  • - Price (Acc)
  • 0.00% 0.00%

    Initial charge
  • 0.75% Annual management charge
  • 0.84% Ongoing charges
  • 0.00% Yield

Fund data last updated 15 November 2019

The investment objective of the Fund is to achieve long term capital appreciation by way of investing in a diversified portfolio of North American companies.

Fund summary

Sector North America
Structure OFFSHORE FUND
Launched
Size £1,919m
Yield 0.00%
Charging basis
Dividends paid May

Charges

Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Annual management charge 0.75%
Ongoing charges figure 0.84%

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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.

Manager research

Average monthly relative returns

Bestinvest MRI

14/15 15/16 16/17 17/18 18/19 3 years 5 years Career 3 years 5 years Career
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%

Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Track record

Periods of worst performance

Absolute 0.00% ()
Relative 0.00% ()

About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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Portfolio

40-60 stocks

Key Investor Documents

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