Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Polar Capital Financial Opportunities R USD Inc

Ranked 8 out of 17 in - Banks & Financials over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Banks & Financials over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -7.4%
2015 8.4% 9.5% -0.4% -4.4% 3.9%
2014 7.1% 0.1% -1.0% 5.5% 2.5%
2013 18.6% 13.2% -1.2% -1.7% 7.9%
2012 18.9% 13.2% -5.7% 5.4% 5.8%
2011 -17.0% 3.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
USD Cash 5.57
Chubb Ltd ORD 4.08
JPMorgan Chase & Co ORD 3.51
ING Groep NV DR 3.22
Pacific Premier Bancorp Inc ORD 2.98
Meta Financial Group Inc ORD 2.63
Shawbrook Group PLC ORD 2.53
Wells Fargo & Co ORD 2.52
Banca Sistema SpA ORD 2.44
Sumitomo Mitsui Financial Group Inc ORD 2.39
29/02/2016

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date03/05/2011
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN IE00B6429P10

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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