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Polar Capital Emerging Markets Income I USD Acc

Ranked 19 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

William Calvert

William Calvert was born in 1960 in England and was educated at Marlborough College, Wiltshire, and Bristol University, graduating with a BSc in economics. With over 20 years of experience in the financial industry, William began his career at English Trust in 1982 as a fund manager. He later had spells at Municipal Mutual in 1989 and Citibank in 1993 working as a fund manager. In 1993, he joined LCF Edmond De Rothschild where he was part of the country fund broking team. In 1997, William was recruited by Framlington (now AXA Framlington) to head up the emerging markets fund management desk where he worked on both dedicated emerging markets portfolios and as part of the global investment team. As an extension of his international skills, William joined the US equity team, in 2000, where he was responsible for the management of US large cap portfolios. He then moved to Polar Capital in 2010 where he runs emerging market equity funds. William lists golf, shooting, tennis, rugby and bridge among his interests outside fund management.

Ming Kemp

Ming Kemp joined Polar Capital in October 2010 as a fund manager. Prior to joining Polar Capital, she spent five years at AXA Framlington as an Asia specialist, managing Asian equity portfolios for global emerging market funds and global balanced funds. Following a postgraduate career in China, she moved to London in 1990, taking up a position as an equity investment analyst at American Express Asset Management in 1995. She moved to Sarasin Investment Management in 1999 as a senior equity analyst for the Asia-Pacific market, before joining AXA Framlington in 2005. She holds a Master’s in business administration.

Objective

The Fund's investment objective is to achieve both income and long term capital growth. The Fund will achieve its investment objective by investing in securities of issuers that are incorporated, have their headquarters, or exercise a significant part of their economic activities in markets/countries which are, in the Investment Manager's opinion, emerging markets/developing countries.The securities in which the Fund will invest will include transferable securities, such as shares, equities, equity warrants, preferred shares, shares in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.3%
2018 -1.3% -1.2% -4.3% 5.3% -0.9%
2017 13.3% 8.5% 0.1% 0.7% 3.6%
2016 31.6% 8.4% 8.1% 10.0% 2.1%
2015 -14.2% 3.4% -7.2% -11.7% 1.1%
2014 5.8% -1.9% 5.1% 1.4% 1.1%
2013 -4.2% 7.0% -4.8% -5.2% -0.7%
2012 21.5% 12.3% -3.5% 4.6% 7.2%
2011 1.1% -14.0% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date21/01/2011
  • Share Class size458Mn
  • Base currencyUSD
  • ISIN IE00B4Z35Y04

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

Polar Capital profit jumps 131% as it rushes towards £15bn

The firm registered a £900 million inflow in the six months to the end of September, helping lifting assets by 23% to £14.7 billion.

Polar Capital closes Emerging Markets Growth fund

Dealings on the fund will be suspended immediately to ensure an efficient wind-down until the December termination date.

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