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

£37.74/£37.74

arrow-down£-0.05 (-0.13%)

Fund Code

PONAI

B6TRWB8

IE00B6TRWB82

Prices updated as at 12 Dec 2024

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.

Annual performance (%)

Year	This fund	US Flex-Cap Equity
30 Sep 13 - 30 Sep 14	14.37	12.16
30 Sep 14 - 30 Sep 15	9.47	0.95
30 Sep 15 - 30 Sep 16	29.87	28.19
30 Sep 16 - 30 Sep 17	18.51	12.24
30 Sep 17 - 30 Sep 18	16.15	17.74
30 Sep 18 - 30 Sep 19	4.02	4.83
30 Sep 19 - 30 Sep 20	-1.08	6.95
30 Sep 20 - 30 Sep 21	32.33	25.78
30 Sep 21 - 30 Sep 22	-2.47	-8.46
30 Sep 22 - 30 Sep 23	9.67	4.14
30 Sep 23 - 30 Sep 24	20.15	16.23

Trailing returns (%)

Year	This fund	US Flex-Cap Equity
1 Day	-0.13	-0.01
1 Month	0.96	1.56
3 Months	10.48	14.24
6 Months	10.25	14.85
1 Year	25.67	25.32
3 Years annualised	9.34	6.07
5 Years annualised	13.13	11.06

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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Polar Capital North American Fund