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

33.4 %

1 Year rank in sector

2/139

Sector

FO Absolute Return

Yield
-
Fund size

£ 337.4 m

FE Risk score

92

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.42 %22.71 %33.4 %93.87 %0 %
Sector0.32 %1.49 %2.61 %4.86 %9.62 %
Rank within sector21 / 1551 / 1502 / 1391 / 102 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund37.2 %7.49 %20 %0 %0 %
Sector2.62 %0.66 %0.69 %1.2 %3.58 %
Rank within sector1 / 14511 / 1301 / 113 / /
Quartile th1 st1 st1 st th th

Risk statistics

Alpha22.22
Beta0.96
Sharpe1.78
Volatility10.88
Tracking error10.72
Information ratio2
R-Squared0.03

Price movement

52 week high19.22
52 week low13.88
Current bid price0
Current offer price0
Current mid price19.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-