Polar Capital Funds plc - Artificial Intelligence Fund Class I EUR Accumulation Shares/  IE00BF0GL436  /

Fonds
NAV04/11/2024 Diferencia-0.1000 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
21.3000EUR -0.47% reinvestment Equity Worldwide Polar Capital 

Estrategia de inversión

The objective of the Fund is to achieve long term capital appreciation by primarily investing in a globally diversified portfolio of companies exposed to automation and artificial intelligence. The Fund seeks to identify companies exposed to industrial and process automation, robotics, artificial intelligence and materials science, as well as businesses that can be fundamentally transformed through the future adoption of these technologies. The Fund seeks to outperform by investing in companies that are undervalued or underestimated. The Fund may invest in financial derivatives (complex instruments based upon the value of underlying assets) for hedging, to reduce risk, to manage the Fund more efficiently, or to gain exposure to securities in a more efficient way. The Fund may invest in emerging markets (developing countries) but this exposure is not expected to exceed 20% of the Fund"s assets.
 

Objetivo de inversión

The objective of the Fund is to achieve long term capital appreciation by primarily investing in a globally diversified portfolio of companies exposed to automation and artificial intelligence.
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
Región: Worldwide
Sucursal: Sector Technology
Punto de referencia: MSCI All-Country World Net TR Index
Inicio del año fiscal: 01/01
Última distribución: -
Banco depositario: Northern Trust Fiduciary Services (Ireland) Limited
País de origen: Ireland
Permiso de distribución: Austria, Germany, Switzerland, Czech Republic
Gestor de fondo: Xuesong Zhao, Ben Rogoff, Nick Evans
Volumen de fondo: -
Fecha de fundación: 06/10/2017
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 5.00%
Max. Comisión de administración: 0.80%
Inversión mínima: 0.00 EUR
Deposit fees: -
Cargo por amortización: 0.00%
Prospecto simplificado: Descargar (Versión para imprimir)
 

Sociedad de fondos

Fondos de empresa: Polar Capital
Dirección: 16 Palace Street, SW1E 5JD, London
País: United Kingdom
Internet: www.polarcapital.co.uk
 

Activos

Stocks
 
98.40%
Cash
 
1.60%

Países

North America
 
49.20%
Europe
 
27.60%
Japan
 
11.90%
Pacific ex Japan
 
9.20%
Cash
 
1.60%
Otros
 
0.50%

Sucursales

IT
 
41.70%
Industry
 
20.70%
Telecommunication Services
 
12.50%
Consumer goods, cyclical
 
6.30%
Finance
 
5.70%
Healthcare
 
4.60%
Basic Consumer Goods
 
4.30%
Commodities
 
1.60%
Cash
 
1.60%
Energy
 
1.00%