Polar Capital Funds PLC - Financial Opportunities Fund

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Polar Capital Funds PLC - Polar Capital Financial Opportunities Fund Class I Inc

Category Sector Equity Financial Services


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£13.19/£13.19

arrow-up£0.02 (+0.15%)

Fund Code

POFII

B676X69

IE00B676X694

Prices updated as at 27 Sep 2024
|
Prices in GBP

Investment objective
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.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Annual charges

Product charges
1.11
0.39
Yes
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 13 Feb 2024pdf
Annual Reports 31 Dec 2023pdf
Annual Short Report 31 Dec 2023pdf
Interim Short Report 30 Jun 2023pdf
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