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Polar Capital Funds Plc - Polar Capital Financial Opportunities Fund Class I Inc (0P0000XZON)

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12.560 -0.050    -0.40%
25/04 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 11.9M
Type:  Fund
Market:  United Kingdom
Issuer:  Polar Capital LLP
ISIN:  IE00B676X694 
Asset Class:  Equity
Polar Capital Financial Opportunities Fund Class I 12.560 -0.050 -0.40%

0P0000XZON Overview

 
Find basic information about the Polar Capital Funds Plc - Polar Capital Financial Opportunities Fund Class I Inc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XZON MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IE00B676X694)
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Rating
1-Year Change11.94%
Prev. Close12.61
Risk Rating
TTM Yield2.14%
ROE19.37%
IssuerPolar Capital LLP
TurnoverN/A
ROA4.59%
Inception DateMay 03, 2011
Total Assets11.9M
Expenses1.06%
Min. Investment1,000,000
Market Cap53.7B
CategorySector Equity Financial Services
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1085 1085 1207 1118 1394 1616
Fund Return 8.51% 8.51% 20.75% 3.79% 6.86% 4.91%
Place in category 130 130 170 121 119 76
% in Category 60 60 83 72 76 50

Top Equity Funds by Polar Capital LLP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Technology Fund I G 6.04B 16.14 6.55 17.72
  Global Technology Fund RG 6.04B 16.01 6.02 17.21
  Global Technology Fund G 6.04B 15.47 4.46 16.64
  Global Insurance Fund A GBP Inc 2.22B 14.91 16.68 13.65
  Global Insurance Fund B GBP Acc 2.22B 14.91 16.68 13.65

Top Funds for Sector Equity Financial Services Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Financial Services Fund W Ac 48.85M -4.57 11.62 11.66
  Global Insurance Fund I AcG 2.22B 15.05 17.21 14.15
  Global Insurance Fund I DisG 2.22B 15.05 17.24 14.14
  Global Insurance Fund R AcG 2.22B 14.91 16.68 13.62
  Global Insurance Fund R DisG 2.22B 14.91 16.68 13.62

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 6.75 193.50 +0.07%
  Mastercard US57636Q1040 5.69 462.23 +0.03%
  Berkshire Hathaway B US0846707026 3.77 401.65 -0.81%
  Wells Fargo&Co US9497461015 3.14 59.90 -0.05%
  Visa A US92826C8394 3.04 274.58 -0.21%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Strong Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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