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Polar Capital Emerging Market Inc I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital LLP
Fund Summary The objective of the Fund is to achieve both income and long term capital growth. The Fund invests in the shares of companies that are domiciled in emerging markets, or companies generating asignificant amount of their business in emerging market/developing countries.
SEDOL code B58P1Y2
ISIN IE00B58P1Y20
Fund code POEMA
Managers William Calvert, Ming Kemp
Manager Tenure 9 years
Morningstar Category Global Emerging Markets Equity
IMA Sector Global Emerging Markets
Fund Size £83 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 1.03%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £8.3800
Buy Price £8.3800
Price Change +1.2078%
Price Date 2nd June 2020
Yield 5.75%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 18th August 2014
Fund Status OPEN
William joined Polar Capital in October 2010 as a Fund Manager to establish the Emerging Markets investment team. William has over 27 years’ experience in emerging markets and prior to joining Polar Capital he spent thirteen years at AXA Framlington, where he was head of the emerging markets desk, working on both dedicated emerging markets portfolios and as part of the global investment team. He was portfolio manager for the AXA Framlington Emerging Markets Fund from 2004 until his departure. He joined AXA Framlington from LCF Edmond de Rothschild Securities where he was part of the country fund broking team. Prior to this he was a fund manager with Citibank, Municipal Mutual Insurance and English Association. William has a degree in Economics from Bristol University.

3-year Mean Monthly Return: -0.117%

Annual Returns 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund Performance -20.78% +4.18% +3.17% +31.84% -10.08% +11.54% -12.12% +15.70% +3.14%
Benchmark Performance
(Global Emerging Markets Equity)
-14.75% -1.83% +8.88% +33.47% -8.25%
Time Period Cumulative Benchmark Performance
(Global Emerging Markets Equity)
Fund Compared to Benchmark
1 day 1.21% -7.85% +9.06%
1 week 2.70% +7.09% -4.39%
1 month 4.10% -3.40% +7.50%
3 months -9.89% -3.04% -6.86%
6 months -13.96% -1.36% -12.60%
1 year -11.97% +1.01% -12.98%
3 years -2.53% +5.66% -8.19%
5 years 2.97% +2.67% +0.29%
10 years Currently unavailable Currently unavailable Currently unavailable
YTD -16.45% +3.48% -19.93%
Since inception Currently unavailable Currently unavailable Currently unavailable

Currently unavailable

Currently unavailable