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Polar Capital Financial Opportunities R GBP Inc

Ranked 4 out of 12 in - Banks & Financials over 12 months
All calculations are in GBP

Managed by

John Yakas

John Yakas has over two decades of investment experience. He is a stalwart of the Asian markets having started out as the head of Asian research at Fox-Pitt, Kelton in 1995. He then worked at HSBC in Hong Kong and then HIM Capital (formerly Hiscox). He is currently a portfolio manager on the Asian equities desk at Polar Capital, having joined the company in September 2010.

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.

Performance

Banks & Financials over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% -1.1% 5.5%
2013 18.6% 13.1% -1.2% -1.8% 7.9%
2012 19.0% 13.3% -5.7% 5.3% 5.7%
2011 -17.1% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date03/05/2011
  • Base currencyGBP
  • ISIN IE00B5KQ7014

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.5%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).