Polar Capital UK Value Opprtnities I Fund GBP Inc

SEDOL: BD81XW8 | ISIN: IE00BD81XW84 | MEX: PLXZB | CITI: NL4Z

  • Buy 1,093 GBX

  • Sell 1,093 GBX

  • Price Change 0.36730%

Income

Objectives and Approach

The Fund’s investment objective is to achieve long term capital appreciation.

Key Information

Inception 31-01-2017
Yield 0%
Sector FO Equity - UK
Fund Size £215.143mn
Fund Type OEIC
Classification Income

Charges

TER/OCF 0.88%
Initial Charge 0%
AMC 0.75%

Performance

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        • Cumulative Performance

          1 month3 months6 months1 year3 years5 years
          4.79% - - - - -

          Important Information
          Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertanly become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

          The graphs shown are supplied by an external data provider and may contain data that appears to preced the introduction of the clean unit class for this fund. In such cases, historial data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



        Composition

        Important Documents


        The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

        Key Investor Information Document The KIID is provided by the fund management group and provides essential information and key facts about the fund to help assess whether it meets your needs. These are in a standardised format and should be free of any jargon.
        KEY INVESTOR INFORMATION DOCUMENT
        165,286 bytes PDF Document; last updated 21 Dec 2016
        Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
        PROSPECTUS
        3,375,786 bytes PDF Document; last updated 23 Jan 2017

        Management Team

        • We highlighted this fund as an interesting new launch in January....

          20th Apr 2017 READ MORE
        • Rob Morgan explains why Polar Capital UK Value Opportunities Fund...

          2nd Feb 2017 READ MORE
        VIEW ALL NEWS