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

43.6 %

1 Year rank in sector

1/139

Sector

FO Absolute Return

Yield
-
Fund size

£ 368.3 m

FE Risk score

98

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.86 %16.13 %43.6 %95.24 %0 %
Sector-0.46 %0.58 %2.8 %3.41 %9.08 %
Rank within sector1 / 1491 / 1471 / 1391 / 101 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund45.95 %7.49 %20 %0 %0 %
Sector2.42 %0.66 %0.69 %1.2 %3.58 %
Rank within sector1 / 13912 / 1231 / 107 / /
Quartile th1 st1 st1 st th th

Risk statistics

Alpha25.3
Beta1.01
Sharpe2
Volatility11.26
Tracking error11.1
Information ratio2.21
R-Squared0.03

Price movement

52 week high21.06
52 week low14.01
Current bid price0
Current offer price0
Current mid price20.52

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-