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

Category Sector Equity Financial Services

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£14.12/£14.12

arrow-down£-0.03 (-0.21%)

Fund Code

POFII

B676X69

IE00B676X694

Prices updated as at 13 Nov 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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	John Yakas, George Barrow
	14.15
	11.02
Fund comparative index	MSCI ACWI/Financials NR EUR
	Financials and Financial Innovation
	-
	1.11
	0.39
	0.00
	Sector Equity Financial Services
	10
Fund provider	Polar Capital LLP
Share class launch date	03 May 2011
	£8.74m
	-
	2.15
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Polar Capital Funds PLC - Financial Opportunities Fund