Polar Capital Inc Opports B2 Instl Acc

Name
Polar Capital Funds PLC - Polar Capital Income Opportunities Fund B2 Institutional Acc
Manager
Polar Capital LLP
Type
Open Ended Investment Company
ISIN
IE00B73PVZ22
Sector
-
Launched
29/03/2012
OCF
0.89 %
Risk Rating
4
3 Year Sharpe
1.26
Yield
0 %
Benchmark
DJ Stoxx Financials GBP
To provide an attractive level of income together with capital growth. The fund will invest primarily in the equity, debt and other securities of financial companies worldwide.
Holding%
JPMorgan Chase & Co3.36 %
Sampo Oyj A2.68 %
ING Groep NV2.09 %
Chubb Ltd1.79 %
PennantPark Floating Rate Capital Ltd1.78 %
KBC Group SA/NV1.75 %
Ares Capital Corp1.71 %
VPC Specialty Lending Investments Ord1.68 %
Nationwide Building Society1.57 %
BNP Paribas1.48 %
Region%
United States29.72 %
United Kingdom27.14 %
Eurozone19.82 %
Europe - ex Euro10.11 %
Asia - Developed6.52 %
Sector%
Financial Services96.26 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Nick Brind

Joined 03/29/2012

Nick joined Polar Capital in September 2010 following the acquisition of HIM Capital and is manager of the Polar Capital Financials Income Fund. He has 17 years investment experience across a wide range of asset classes including UK equities, closed end funds, fixed-income securities, European financials, private equity and derivatives. Prior to joining HIM Capital, Nick managed the New Star Financial Opportunities Fund, a high-income financials fund investing in the equity and fixed-income securities of European financial companies, which outperformed its benchmark index in all 6 of the years that Nick managed it. From 1997 to 2003 at Exeter Asset Management Nick managed the Exeter Capital Growth Fund, which was in the top decile of the IMA UK All Companies Sector over the period he managed it, as well as assisting on a number of other funds. Nick has a Masters in Finance from London Business School.

Data provided by Morningstar.

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