Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
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Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds price - 1 year
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importantkeydata
| investment company | Polar Capital LLP |
| currency | USD |
| issue charge regular | 5,00% |
| total expense ratio (ter) | 1,61% |
| benchmark | MSCI ACWI/Financials |
| funds volume | 11,38 base#million EUR |
| funds#master_data#distribution | funds#distribution_type#distributing |
| importantkeydata#performanceoneyear (mehr) | 26,27% |
| importantkeydata#volatilityoneyear (mehr) | 12,74% |
| Capture Ratio Up | 94,43 |
| Capture Ratio Down | 108,64 |
| Batting Average | 33,33% |
| Alpha | - |
| Beta | 1,05 |
| R2 | 95,41% |
| Risk/Return | - |
Gebühren, Stammdaten und Dokumente des Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
base#fees_and_conditions
| Laufende Kosten | 1,99% |
| Total Expense Ratio (Verwaltungsgebühren & sonst. Kosten) | 1,61% |
| Transaktionskosten | 0,38% |
| issue charge regular | 5,00% |
| custodian fee | - |
| management charge | 1,50% |
| funds#terms#redemptionfee | - |
| Anteilsklassenvolumen | 57.990,18 EUR |
| funds#data#totalassets | 11,38 base#million EUR |
| initial minimum savings amount | - |
funds#documents#headline
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Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Inc Fonds als Sparplan
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derivatives#masterdata#headline
| name | Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Inc Fonds |
| isin | IE00B5LFNN25 |
| WKN | A1JAAJ |
| investment company | Polar Capital LLP |
| benchmark | MSCI ACWI/Financials |
| funds#master_data#distribution | funds#distribution_type#distributing |
| funds#master_data#manager | John Yakas, George Barrow |
| domicile | Ireland |
| funds#master_data#category | Aktien |
| issue date | 03.05.2011 |
| fiscal year | 31.12. |
| funds#master_data#capital_forming_savings | no |
| deposit bank | Northern Trust Fiduciary Services (Ireland) Limited |
| paying agent | BNP Paribas Securities Services,Paris,succursale de Zurich |
| Riester Fonds | no |
Anlagepolitik des Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
investment policy
so investiert der Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Inc Fonds: The Fund’s investment objective is to achieve long term capital growth. In order to achieve its objective the Fund will invest in the securities of financial sector companies and companies related to the financial sector worldwide. These companies primarily include commercial and investment banks, life and non-life insurance and reinsurance companies, asset management and brokerage companies. Other companies related to the financial sector include property and real estate companies, companies which provide support services to the financial sector (such as providing transaction services, IT services and claims administration services) and companies that own financial sector related assets, for example, conglomerates whose principal activities are financial sector related ( this may include banking and property-related businesses) and it is the financial sector related aspect of the business that drives the outlook for the relevant conglomerate.
funds#investmentpolicy#typehint
Performance und Kennzahlen des Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
snapshotperformancelist#performance
| 6 months | 14,17% |
| 1 year | 26,27% |
| 3 years | 16,35% |
| 5 years | 40,82% |
| 10 years | 76,37% |
volatility
| 6 months | |
| 1 year | 12,74% |
| 3 years | 16,97% |
| 5 years | 21,87% |
| 10 years | 18,65% |
sharpe ratio
| 6 months | |
| 1 year | 1,57 |
| 3 years | 0,20 |
| 5 years | 0,34 |
| 10 years | 0,32 |
Aktuelles zum Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
newsbyinstrument#headline: Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Inc Fonds
no news available.
Zusammensetzung des Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
funds#headline#assetallocationtypea
funds#headline#assetallocationtypei
funds#headline#assetallocationtypes
funds#headline#assetallocationtypec
Passende Fonds zum Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
funds category comparison
funds#suitablefunds#headline
| name | funds#suitablefunds#volume |
|---|---|
| Magna Umbrella Fund plc - Magna MENA Fund N Acc Fonds | 70,92 base#million |
| Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Fonds | 209,37 base#million |
| WisdomTree DAX 3x Daily Leveraged | 16,29 base#million |
| WisdomTree Silver 3x Daily Short | 8,68 base#million |
| BlackRock Funds I ICAV - BlackRock Sustainable Advantage US Equity Fund D EUR Acc Fonds | 2,15 base#billion |
funds#furtherfundsfromissuer#headline Polar Capital LLP
| name | funds#suitablefunds#volume |
|---|---|
| Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S US Dollar Fonds | 35,59 base#billion |
| Polar Capital Funds PLC - Polar Capital Global Technology Fund Income Fonds | 6,94 base#billion |
| Polar Capital Funds PLC - Polar Capital Global Technology Fund Income Fonds | 6,94 base#billion |
| Polar Capital Funds PLC - Polar Capital Global Technology Fund Income Fonds | 6,94 base#billion |
| Polar Capital Funds PLC - Polar Capital Global Technology Fund I GBP Hedged Income Fonds | 6,94 base#billion |
Über Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds
Der Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds (ISIN: IE00B5LFNN25, WKN: A1JAAJ) wurde am 03.05.2011 von der Fondsgesellschaft Polar Capital LLP aufgelegt und fällt in die Kategorie Aktien. Das Fondsvolumen beträgt 11,38 base#million USD und der Fonds notierte zuletzt am 01.01.0001 um 00:00:00 Uhr bei 17,39 in der Währung USD. Das Fondsmanagement wird von John Yakas, George Barrow betrieben. Bei einer Anlage in Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds sollte die Mindestanlage von 0,00 EUR berücksichtigt werden. Der Ausgabeaufschlag ist auf 5,00% gesetzt. Insgesamt betrug die Performance in diesen 12 Monaten 26,27% und die Volatilität lag bei 12,74%. Die Ausschüttungsart des Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class R Fonds ist Ausschüttend. Der Fonds orientiert sich zum Vergleich an MSCI ACWI/Financials.