fund
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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