fund
POLAR CAPITAL NORTH AMERICAN I GBP
A 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%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
| Sector | North America |
|---|---|
| Structure | OFFSHORE FUND |
| Launched | November 2011 |
| Size | £595m |
| Yield | 0% |
| Dividends paid | January |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.65% |
| Ongoing Charges Figure | 0.73% |
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