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Polar Capital UK Value Opportunities I GBP Acc

Ranked 132 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

George Godber

George Godber joined Polar Capital in April 2017 to manage the Polar Capital UK Value Opportunities Fund with Georgina Hamilton. Prior to this, George managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund at Miton Group. Previously, George co-founded Matterley Asset Management in 2008 and was co-manager of the group’s Undervalued Assets Fund. Before founding Matterley, George was a Director of Equity Sales at Credit Suisse. George studied Economics at Bristol University and has fifteen years of industry experience.

Georgina Hamilton

Georgina Hamilton joined Polar Capital in October 2016 to set up the UK Value Team. Prior to this, she was with Miton Group where she managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund. Previously, Hamilton was a lead analyst for the Undervalued Assets Fund at Matterley Asset Management. She holds a double first in Biological Anthropology and Natural Sciences from Jesus College, Cambridge and is a CFA charterholder.

Objective

To achieve long term capital appreciation by primarily investing in a diversified portfolio of equity securities listed in the UK. The securities in which the Fund will invest will primarily include equity securities including, but not limited to ordinary and preference shares and equity warrants. The Fund will aim to outperform the Index whilst striving to reduce the volatility of the Fund's return.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.5%
2018 -14.3% -5.4% 4.9% -1.1% -12.8%
2017 4.1% 4.1% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 9.10%
Morgan Sindall Group PLC ORD 2.39%
Forterra PLC ORD 2.26%
3i Group PLC ORD 2.19%
TT electronics PLC ORD 2.16%
Speedy Hire PLC ORD 2.10%
JD Sports Fashion PLC ORD 2.10%
Polypipe Group PLC ORD 2.00%
ORD GBP0.105 1.98%
Coats Group PLC ORD 1.96%
31/03/2019

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. Jersey
  4. United Kingdom

Fund Info

  • Launch date31/01/2017
  • Share Class size933Mn
  • Base currencyGBP
  • ISIN IE00BD81XX91

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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

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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).