Polar Capital Funds plc - Emerging Market Stars Fund GBP Class I Acc/  IE00BFMFDG40  /

Fonds
NAV23/07/2024 Var.+0.0100 Type of yield Focus sugli investimenti Società d'investimento
10.2700GBP +0.10% reinvestment Equity Emerging Markets Polar Capital 

Investment strategy

The Fund"s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries. The Investment Manager"s investment approach focuses primarily on fundamental bottom-up stock selection with top-down macro-economic research and analysis. The Investment Manager seeks to identify growth opportunities by looking at global growth expectations, demand drivers, supply drivers (including those which impact changes in supply), macroeconomic trends (such as social demographic trends, monetary and fiscal policy, government models, and competitiveness) and factors impacting company valuations to establish a dynamic understanding of the economic backdrop to the investment universe. The Investment Manager"s research efforts are directed towards detailed analysis of a company"s specific strategic position and opportunities within its industry with a view to establishing its potential for future Economic Value Add ("EVA"). The Investment Manager looks to identify companies with the capability to generate a high, and growing level, of EVA in the future (identified over the medium to long term investment horizon).
 

Investment goal

The Fund"s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Region: Emerging Markets
Settore: Mixed Sectors
Benchmark: MSCI Emerging Market Net Total Return Index
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: Northern Trust Fiduciary Services (Ireland) Limited
Domicilio del fondo: Ireland
Permesso di distribuzione: Austria, Germany, Switzerland
Gestore del fondo: Jorry Nøddekær, Naomi Waistell,
Volume del fondo: -
Data di lancio: 29/06/2018
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.00%
Tassa amministrativa massima: 0.75%
Investimento minimo: 0.00 GBP
Deposit fees: -
Redemption charge: 0.00%
Prospetto semplificato: -
 

Società d'investimento

Funds company: Polar Capital
Indirizzo: 16 Palace Street, SW1E 5JD, London
Paese: United Kingdom
Internet: www.polarcapital.co.uk
 

Attività

Stocks
 
97.87%
Cash
 
2.13%

Paesi

China
 
16.36%
India
 
16.35%
Taiwan, Province Of China
 
15.65%
Korea, Republic Of
 
13.90%
Mexico
 
4.23%
Canada
 
4.04%
Vietnam
 
4.02%
Argentina
 
3.80%
Brazil
 
3.55%
Luxembourg
 
2.58%
Hong Kong, SAR of China
 
2.24%
Mauritius
 
2.20%
Cash
 
2.13%
Indonesia
 
1.59%
Cayman Islands
 
1.43%
Altri
 
5.93%

Filiali

IT/Telecommunication
 
40.81%
Finance
 
17.43%
Consumer goods
 
13.68%
real estate
 
7.69%
Energy
 
6.02%
Commodities
 
5.97%
Industry
 
5.20%
Cash
 
2.13%
Healthcare
 
1.07%