Polar Capital Funds plc - Emerging Market Stars Fund USD Class I Acc/  IE00BFMFDD19  /

Fonds
NAV23/08/2024 Diferencia+0.0100 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
13.4900USD +0.07% reinvestment Equity Emerging Markets Polar Capital 

Estrategia de inversión

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).
 

Objetivo de inversión

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.
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
Región: Emerging Markets
Sucursal: Mixed Sectors
Punto de referencia: MSCI Emerging Market Net Total Return 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
Gestor de fondo: Jorry Nøddekær, Naomi Waistell,
Volumen de fondo: -
Fecha de fundación: 29/06/2018
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 0.00%
Max. Comisión de administración: 0.75%
Inversión mínima: 0.00 USD
Deposit fees: -
Cargo por amortización: 0.00%
Prospecto simplificado: -
 

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
 
97.38%
Cash
 
2.62%

Países

India
 
16.98%
Taiwan, Province Of China
 
16.39%
Korea, Republic Of
 
15.40%
Cayman Islands
 
13.70%
China
 
4.78%
Vietnam
 
3.67%
Canada
 
3.50%
Brazil
 
3.35%
Mexico
 
3.35%
United States of America
 
2.88%
Cash
 
2.62%
Luxembourg
 
2.51%
Mauritius
 
2.35%
Hong Kong, SAR of China
 
1.89%
United Arab Emirates
 
1.52%
Otros
 
5.11%

Sucursales

IT/Telecommunication
 
41.37%
Finance
 
17.06%
Consumer goods
 
13.82%
real estate
 
6.87%
Industry
 
6.56%
Energy
 
6.13%
Commodities
 
4.51%
Cash
 
2.62%
Healthcare
 
1.06%