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Polar Capital Financial Opportunities I USD Acc

Ranked 14 out of 16 in - Banks & Financials over 12 months
All calculations are in GBP unless stated

Managed by

George Barrow

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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2%
2017 13.1% 4.5% 1.8% 2.3% 3.8%
2016 20.9% -7.3% 2.3% 11.9% 14.0%
2015 8.3% 9.2% -0.3% -4.3% 3.9%
2014 8.2% 0.7% -0.8% 5.4% 2.8%
2013 7.7%

Month by Month Performance

Returns Vs Risk

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 date10/09/2013
  • Base currencyUSD
  • ISIN IE00BCRYMH92

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

Related News

Polar’s Yakas: banks have little choice but to increase payouts

John Yakas and Nick Brind, managers of the £184 million Polar Capital Global Financials trust, have argued that banks will soon have to begin returning capital to shareholders.

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