Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares header image

Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares

Fund

ISIN IE00B73PVZ22 / Valor 18329922

NAV (2025-04-23)
GBP 3.66+0.23%

Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares
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General Objective

The objective of the Fund is to achieve income together with capital growth by investing in financial sector companies.

Fund Exposure

The Fund invests worldwide in securities of listed financial companies, companies providing support services to financial sector companies, and companies deriving a substantial proportion of their profits from the financial sector. The Fund focuses on bonds and shares issued by financial-related companies, mainly investing in fixed-income securities, including convertibles, debentures, and other bonds issued by financial-related companies.

Risks

This Fund may not be appropriate for investors who plan to withdraw their money within five years. Additionally, the Fund may invest in financial derivatives for hedging, which can introduce additional risks to the portfolio.

Content summarized by AI chatbot
Source

https://www.polarcapital.co.uk/gb/professional/Our-Funds/Financial-Credit/

Tags:
fixed income financial sector stoxx europe 600 financials

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OTHER SHARE CLASSES OF THIS FUND

Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Distribution Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Distribution Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Distribution Shares Valor: 18329916
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%EUR 1.96
Polar Capital Funds PLC - Polar Financial Credit Fund Class R EUR Hedged Accumulation Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class R EUR Hedged Accumulation Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class R EUR Hedged Accumulation Shares Valor: 31383553
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%EUR 19.01
Polar Capital Funds PLC - Polar Financial Credit Fund Class I EUR Hedged Distribution Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class I EUR Hedged Distribution Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class I EUR Hedged Distribution Shares Valor: 31383561
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.24%EUR 12.70
Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class I GBP Accumulation Shares Valor: 18329922
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%EUR 4.28
Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Accumulation Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Accumulation Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Accumulation Shares Valor: 18329914
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.55%EUR 4.01
Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Accumulation Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Accumulation Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Accumulation Shares Valor: 18329914
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.57%USD 4.55
Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Distribution Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Distribution Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class R GBP Distribution Shares Valor: 18329908
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.57%USD 2.06
Polar Capital Funds PLC - Polar Financial Credit Fund Class R USD Hedged Accumulation Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class R USD Hedged Accumulation Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class R USD Hedged Accumulation Shares Valor: 36183866
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.20%USD 17.79
Polar Capital Funds PLC - Polar Financial Credit Fund Class S USD Accumulation Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class S USD Accumulation Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class S USD Accumulation Shares Valor: 13120960
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.21%USD 15.44
Polar Capital Funds PLC - Polar Financial Credit Fund Class D USD Hedged Distribution Shares
Polar Capital Funds PLC - Polar Financial Credit Fund Class D USD Hedged Distribution Shares Polar Capital Funds PLC - Polar Financial Credit Fund Class D USD Hedged Distribution Shares Valor: 14072118
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 10.13