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POLAR CAPITAL NORTH AMERICAN I GBP

Bestinvest LogoA relatively concentrated portfolio of companies of all sizes, run by an ex-Threadneedle manager.

PRICE (INC)

2885p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.65%

ONGOING CHARGE

0.73%

YIELD

0%

1 YEAR
2.71%
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Prices as at 29 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The investment objective of the Fund is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by investing in a diversified portfolio of securities of North American companies. The Investment Manager will invest in large, medium and small capitalisation companies depending on market liquidity and as it judges the available opportunities.

Fund summary

SectorNorth America
StructureOFFSHORE FUND
LaunchedNovember 2011
Size£595m
Yield0%
Dividends paidJanuary

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.65%
Ongoing Charges Figure0.73%

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 information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning