Polar Capital Funds PLC - Polar Capital North American Fund Class I
Category US Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£34.06/£34.06
£0.27 (+0.80%)
Fund Code
PONAI
B6TRWB8
IE00B6TRWB82
Prices updated as at 01 May 2025
Prices in GBP
Investment objective
The investment objective of the Fund is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by investing in a diversified portfolio of securities of North American companies. The Investment Manager will invest in large, medium and small capitalisation companies depending on market liquidity and as it judges the available opportunities.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Polar Capital LLP
Fund launch date
15 Nov 2011
Domicile
Ireland
UCITS
Yes
Fund manager
Andrew Holliman
Manager start date
15 Nov 2011
Fund manager biography
Andrew Holliman joined Polar Capital in August 2011 to establish the North American investment team and he set up the Global Equities team in 2012. He is lead manager of the North American Fund and the Global Alpha Fund. Prior to joining Polar Capital, he spent seven years at Threadneedle where he managed the highly rated US$2.5bn Threadneedle American Fund as well as a number of global funds including the Threadneedle Global Focus Fund and the Threadneedle and Columbia Global Extended Alpha Funds. Andrew began his investment career in 1997 as an analyst on the American and UK Smaller Caps teams at Baillie Gifford before becoming fund manager of the award winning American Fund. He graduated with a First Class BCom (Hons) in Business Studies from the University of Edinburgh, a MSc in Investment Analysis from the University of Stirling, and is a CFA Charterholder.
Fund manager
Richard Wilson
Manager start date
15 Nov 2011
Fund manager biography
Richard Wilson joined Polar Capital in August 2011 to establish the North American investment team and is co-manager of the North American Fund. Prior to joining Polar Capital, he spent nine years at Threadneedle where he managed more than US$4.5bn of institutional mandates on the North American Equities team and led the Global Industrial Sector Group. Richard began his investment career in 1999 as an Analyst on the US Equities team at Merrill Lynch Investment Managers. He graduated with a First Class MA (Hons) in History of Art from the University of Edinburgh and is a CFA Charterholder.
Head office
16 Palace Street
London
United Kingdom
SW1E 5JD
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