Fact sheet: Polar Capital UK Abs Eq

Fund information

Fund name
Polar Capital UK Absolute Equity I GBP
Fund company manager
Polar Capital
Fund type
SIB
Fund manager(s)
Guy Rushton
since 29/09/2014
Fund objective
The Fund aims to achieve a positive absolute return on a 12-month rolling basis¹ by investing predominantly in UK companies and, to a lesser degree, in European and global equities. (1. Capital is at risk and there is no guarantee that a positive return will be delivered over any one or a number of twelve-month periods.)
Benchmark
3m GBP LIBOR
Investment style
Absolute Return
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

34.32 %

1 Year rank in sector

1/137

Sector

FO Absolute Return

Yield
-
Fund size

£ 550.5 m

FE Risk score

97

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-6.13 %10.75 %34.32 %94.04 %0 %
Sector-1.01 %0.34 %1.38 %2.46 %7.54 %
Rank within sector145 / 1471 / 1441 / 1371 / 102 /
Quartile th4 th1 st1 st1 st th

Calendar performance

YTD-20182017201620152014
Fund-1.11 %47.51 %7.49 %20 %0 %
Sector-0.21 %2.62 %0.66 %0.69 %1.2 %
Rank within sector115 / 1461 / 13312 / 1171 / 101 /
Quartile th4 th1 st1 st1 st th

Risk statistics

Alpha23.45
Beta1.55
Sharpe1.94
Volatility11.09
Tracking error10.78
Information ratio2.18
R-Squared0.06

Price movement

52 week high21.96
52 week low14.71
Current bid price0
Current offer price0
Current mid price20.51

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-