Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Polar Capital Funds Plc - Polar Capital Global Convertible Fund S Income (0P00016Z6V)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
8.660 -0.010    -0.12%
23/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 350M
Type:  Fund
Market:  Ireland
Issuer:  Polar Capital LLP
ISIN:  IE00BKRVLY61 
Asset Class:  Bond
Polar Capital Global Convertible Fund S Income 8.660 -0.010 -0.12%

0P00016Z6V Overview

 
Find basic information about the Polar Capital Funds Plc - Polar Capital Global Convertible Fund S Income 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 0P00016Z6V MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IE00BKRVLY61)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change1.52%
Prev. Close8.67
Risk Rating
TTM Yield5.70%
ROE - 20.23%
IssuerPolar Capital LLP
TurnoverN/A
ROA - 3.33%
Inception DateMar 27, 2014
Total Assets350M
Expenses1.08%
Min. Investment5,000,000
Market Cap16.78B
CategoryConvertible Bond - Global
What is your sentiment on Polar Capital Global Convertible Fund S Income?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1095 1174 1013 1230 1463
Fund Return 11.24% 9.46% 17.41% 0.42% 4.22% 3.88%
Place in category 26 13 22 24 20 20
% in Category 15 8 13 22 20 26

Top Bond Funds by Polar Capital LLP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Convertible Fund I AccumulaU 350M 4.35 -2.42 2.91
  Global Convertible Fund I DistribuU 350M 4.33 -2.43 2.90
  Global Convertible Fund R US DollaU 350M 3.90 -2.91 2.43
  Global Convertible Fund R US Dollar 350M 3.84 -2.91 2.40
  Global Convertible Fund S Accumulat 350M 11.10 0.40 3.87

Top Funds for Convertible Bond - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calamos Global Convertible OpportAU 536.77M 12.76 -0.90 5.43
  Calamos Global Convertible OpportAI 536.77M 12.76 -0.90 5.43
  Calamos Global Convertible OpportCA 536.77M 11.73 -1.88 4.39
  Calamos Global Convertible OpportCI 536.77M 11.73 -1.88 4.39
  Calamos Global Convertible OpportIA 536.77M 13.39 -0.30 6.07

Top Holdings

Name ISIN Weight % Last Change %
Jet2 PLC XS2351465179 6.99 - -
MP Materials Corp - 4.99 - -
Nutanix Inc - 4.41 - -
HTA Group Limited (Mauritius) XS2317281710 4.39 - -
Uber Technologies Inc - 4.05 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00016Z6V Comments

Write your thoughts about Polar Capital Funds Plc - Polar Capital Global Convertible Fund S Income
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email