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

Fonds
NAV23/08/2024 Chg.+0.0100 Type de rendement Focus sur l'investissement Société de fonds
13.4900USD +0.07% reinvestment Equity Emerging Markets Polar Capital 

Stratégie d'investissement

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).
 

Objectif d'investissement

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.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Emerging Markets
Branche: Mixed Sectors
Benchmark: MSCI Emerging Market Net Total Return Index
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: Northern Trust Fiduciary Services (Ireland) Limited
Domicile: Ireland
Permission de distribution: Austria, Germany, Switzerland
Gestionnaire du fonds: Jorry Nøddekær, Naomi Waistell,
Actif net: -
Date de lancement: 29/06/2018
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 0.75%
Investissement minimum: 0.00 USD
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: -
 

Société de fonds

Société de fonds: Polar Capital
Adresse: 16 Palace Street, SW1E 5JD, London
Pays: United Kingdom
Internet: www.polarcapital.co.uk
 

Actifs

Stocks
 
97.38%
Cash
 
2.62%

Pays

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%
Autres
 
5.11%

Branches

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%