Polaris Global Value UCITS I USD Acc

Ranked 500 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Sumanta Biswas

Sumanta Biswas graduated from North Bengal University with a BS degree in 1993 and gained an MBA from Calcutta University in 1996. He also holds an MS in finance from Boston College. Sumanta started his career in the investment industry in 1996, and is an assistant portfolio manager for Polaris Capital Management, the sub-advisor of Voyageur’s International Equity strategy. He is a CFA Charterholder.

Bernard Horn

Bernard Horn graduated from Northeastern University in Boston, Massachusetts with a BS in business administration and also holds an MSc in management from the Alfred P. Sloan School of Management at MIT. He is president and a portfolio manager at Polaris Capital Management, LLC. Before founding Polaris Capital Management, Bernard worked as an investment officer for MDT Advisers, Inc. responsible for an ERISA portfolio. Fromn 1990 to 1992, he served as a vice president and portfolio manager for Freedom Capital Management Corporation. In the 1980s, Bernard was the principal and founder of Horn & Company. He formed the Global Value Limited Partnership (predecessor to Polaris Global Value Fund) in order to serve existing and new clients. Benard’s pure global value philosophy combines a quantitative global valuation model and investment technology with traditional fundamental research and he has more than 25 years’ experience in the financial industry. Outside of fund management he is involved in lots of volunteering activities.

Bin Xiao

Objective

The Fund invests primarily in Equities and equity related securities (including ADRs and MLPs) issued by companies of any size and located both inside and outside of the U.S., including those which are organised, headquartered or do a substantial amount of their business in Emerging Market Countries. Although there is no limit on the amount of the Funds assets that may be invested in companies located in any one country, the Fund seeks to invest in companies in a broad range of countries and typically invests in approximately 15 industries of GICS.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -7.6% -5.7% 7.5% 3.0% -11.5%
2017 9.9% 3.2% 0.8% 0.8% 4.8%
2016 35.1% 4.0% 4.7% 12.7% 10.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date26/11/2015
  • Share Class size173Mn
  • Base currencyUSD
  • ISIN IE00BYV7PW42

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).