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

30.55 %

1 Year rank in sector

1/140

Sector

FO Absolute Return

Yield
-
Fund size

£ 595.7 m

FE Risk score

90

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund4.83 %9.45 %30.55 %92.51 %0 %
Sector-0.57 %-0.74 %-0.16 %1.04 %6.22 %
Rank within sector2 / 1551 / 1471 / 1401 / 103 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20182017201620152014
Fund7.76 %47.51 %7.49 %20 %0 %
Sector-0.91 %2.62 %0.66 %0.69 %1.2 %
Rank within sector2 / 1471 / 13110 / 1141 / 98 /
Quartile th1 st1 st1 st1 st th

Risk statistics

Alpha25.11
Beta2.2
Sharpe1.86
Volatility11.53
Tracking error11.03
Information ratio2.24
R-Squared0.12

Price movement

52 week high22.52
52 week low17.11
Current bid price0
Current offer price0
Current mid price22.35

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-