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Polar Capital UK Absolute Equity R GBP

Ranked 60 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Guy Rushton

Guy Rushton joined Polar Capital in 2014 and is manager of the Polar Capital UK Absolute Equity Fund. Prior to Polar Capital, he worked at Legal & General and Clear Capital. Guy read Medicine at the University of Cambridge, graduating with an honours degree in Medical Sciences. He is a CFA charterholder.

Objective

The Funds investment objective is to achieve a positive absolute return over rolling one year periods, notwithstanding changing market conditions. The Fund will invest directly, or indirectly through the use of financial derivative instruments, predominantly in the equities of United Kingdom companies and, to a significantly lesser degree, European and global equities should investment opportunities arise which are not covered by the UK market or where alternatives exist which offer a superior investment opportunity than equity securities quoted on the UK market. The Fund may therefore, at any one time, be significantly invested in financial derivative instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/01/2018 - 31/01/2019
  • Rank 60/80 Total Return
  • Rank 77/80 Standard Deviation
  • Rank 72/80 Max Drawdown
Fund Name Currency Return
58 Jupiter Europa L GBP B Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.6%

59 Jupiter International Financials Acc GBP

-7.4%

60 Polar Capital UK Absolute Equity R GBP GBP

-7.7%

61 Neuberger Berman US Long Short Equity GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.9%

62 LM MC Euro Abs Alpha M (PF) GBP Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.0%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -1.4% -0.3% 6.4% 5.1% -11.5%
2017 47.0% 6.9% 15.0% 7.0% 11.8%
2016 7.1% -5.1% 7.3% 7.7% -2.5%
2015 19.9% -1.8% 8.6% 9.5% 2.7%
2014 8.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
GBP Cash 53.31%
Northern Trust Global - The Sterling B GBP Inc 7.70%
Burford Capital Ltd ORD 7.46%
Games Workshop Group PLC ORD 5.62%
Pearson PLC ORD 4.95%
Unilever PLC ORD 3.57%
Diageo PLC ORD 3.23%
Pretium Resources Inc ORD 2.24%
AFH Financial Group PLC ORD 2.01%
Asos PLC CFD 1.71%
31/12/2018

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. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date30/09/2014
  • Share Class size495Mn
  • Base currencyGBP
  • ISIN IE00BQLDRN11

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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