Polar Capital Income Opportunities Fund

Select share classes

Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares

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

£3.462/£3.462

arrow-up£0.004 (+0.10%)

Fund Code

POFBA

B73PVZ2

IE00B73PVZ22

Prices updated as at 07 Nov 2024
|
Prices in GBP
Investment objective
The investment objective of the Fund is to provide an attractive level of income together with capital growth. In order to achieve its objective the Fund will invest primarily in the equity, debt and other securities of listed financial companies. The debt securities in which the Fund will invest will be fixed and floating rate and include, but are not limited to, preference shares, convertible bonds, debentures and bonds with the restriction that unrated debt securities will not be greater than 25% of the Net Asset Value of the Fund.
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 charges

Product charges
0.85
0.17
Yes
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 07 Nov 2024pdf
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
Please note that service charges will also apply. Read more about our fees.

Important Information

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