Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I USD Hedged header image

Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I USD Hedged

Fund

ISIN IE00BFX4HR96 / Valor 39673143

NAV (2025-02-06)
USD 18.99+0.55%

Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I USD Hedged
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The objective of this fund is to achieve long-term capital growth by investing in the shares of Japanese companies, or companies that generate a significant amount of their business in Japan. It may not be suitable for investors planning to withdraw their money within five years.

Fund Exposure

The fund's portfolio consists of large, medium, and small capitalization issues, with a focus on Japanese equities. It may also invest in financial derivatives for hedging purposes, risk reduction, and efficient management. The fund is actively managed and uses the Topix Total Return Index (USD) benchmark for performance comparison.

Risks

This fund is categorized as high risk due to its investment in equities, which can experience significant fluctuations in value. Additional risks include concentration risk, investment risk related to Japanese equities, derivative risk, and currency risk. The fund may be less diversified than other investment funds, potentially leading to high gains or significant losses.

Content summarized by AI chatbot
Source

https://www.polarcapital.co.uk/gb/professional/Our-Funds/Japan-Value/

Tags:
capital growth japanese equities topix

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Polar Capital Funds PLC - Polar Capital Japan Value Fund S JPY
Polar Capital Funds PLC - Polar Capital Japan Value Fund S JPY Polar Capital Funds PLC - Polar Capital Japan Value Fund S JPY Valor: 19909983
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%JPY 450.95
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S Euro Hedged
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S Euro Hedged Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S Euro Hedged Valor: 19909998
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.53%EUR 4.18
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S US Dollar Hedged
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S US Dollar Hedged Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S US Dollar Hedged Valor: 19909988
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%USD 6.41
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Valor: 19909930
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%JPY 425.04
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Euro Hedged
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Euro Hedged Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Euro Hedged Valor: 19909959
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.54%EUR 3.94
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Sterling Hedged
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Sterling Hedged Polar Capital Funds PLC - Polar Capital Japan Value Fund Class R Sterling Hedged Valor: 19909954
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%GBP 3.40
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Acc
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Acc Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.09%USD 8.11
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Acc
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Acc Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.63%JPY 1,241.06
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I GBP Hedged
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I GBP Hedged Polar Capital Funds PLC - Polar Capital Japan Value Fund Class I GBP Hedged Valor: 39673177
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%GBP 17.78
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S CHF Hedged
Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S CHF Hedged Polar Capital Funds PLC - Polar Capital Japan Value Fund Class S CHF Hedged Valor: 49473281
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%CHF 18.33