Polar Capital UK Value Opportunities I Inc GBP

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

  • Buy 1,189 GBX

  • Sell 1,189 GBX

  • Price Change -0.83400%

Past Performance

  • 27th Apr 2013 to 27th Apr 2014-
  • 27th Apr 2014 to 27th Apr 2015-
  • 27th Apr 2015 to 27th Apr 2016-
  • 27th Apr 2016 to 27th Apr 2017-
  • 27th Apr 2017 to 27th Apr 20189.34%

Objectives and Approach

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

Key Information

Inception 31st Jan 2017
Yield 0%
Sector IA UK All Companies
Fund Size £686.675mn
Fund Type OEIC
Classification Income

Charges

TER / OCF 0.865%
Initial Charge 0%
AMC 0.75%
Performance Fee 10%

Performance

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        • Cumulative Performance

          1 month3 months6 months1 year3 years5 years
          3.93% -1.41% 2.06% 9.34% - -

          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.

        Fund Provider Factsheet
        The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured.
        FUND PROVIDER FACTSHEET
        555,804 bytes PDF Document; last updated 29 Mar 2018
        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
        169,664 bytes PDF Document; last updated 15 Feb 2018
        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
        3,087,860 bytes PDF Document; last updated 22 Mar 2018

        Management Team

        George Godber Georgina Hamilton

        George Godber has managed this fund for 0 months.

        George Godber George joined Polar Capital in April 2017 to manage the Polar Capital UK Value Opportunities Fund with Georgina Hamilton. Prior to this, George managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund at Miton Group. Previously, George co-founded Matterley Asset Management in 2008 and was co-manager of the group’s Undervalued Assets Fund. Before founding Matterley, George was a Director of Equity Sales at Credit Suisse. George has a BSc in Economics from Bristol University.

        Manager Cumulative Performance v Peer Group

        Performance Graph

        All funds managed by George

        Name of Security Sole/Co Managed Since
        Polar Capital UKValOpps Co Apr 2017

        Georgina Hamilton has managed this fund for 2 months.

        Georgina Hamilton Georgina joined Polar Capital in October 2016 to set up the UK Value Team. Prior to this, she was with Miton Group where she managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund. Previously, Georgina was a lead analyst for the Undervalued Assets Fund at Matterley Asset Management. Georgina holds a double first in Biological Anthropology and Natural Sciences from Jesus College, Cambridge and is a CFA charterholder. Georgina holds a BSc (Double 1st Class Hons) in Biological Anthropology from University of Cambridge and is a CFA charterholder.

        Manager Cumulative Performance v Peer Group

        Performance Graph

        All funds managed by Georgina

        Name of Security Sole/Co Managed Since
        Polar Capital UKValOpps Co Jan 2017
        • Rob Morgan speaks to the managers of Polar Capital UK Value Oppor...

          26th Sep 2017 READ MORE
        • A year ago we highlighted Polar Capital UK Value Opportunities as...

          7th Feb 2018 READ MORE
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