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Polar Capital Financial Opportunities I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderPolar Capital LLP
Fund SummaryThe objective of the Fund is to achieve long term capital growth, by investing worldwide in the shares of financial sector companies.
Fund codePOFIA
ManagersJohn Yakas, George Barrow
Manager Tenure9 years
Morningstar CategorySector Equity Financial Services
IMA SectorSpecialist
Fund Size£5 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)1.15%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£8.8700
Buy Price£8.8700
Price Change+0.9102%
Price Date25th September 2020
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date18th August 2014
Fund StatusOPEN
John Yakas joined Polar Capital in September 2010 and is manager of the Asian Opportunities Fund and the Financial Opportunities Fund. Previously, he worked for HSBC as a banker based in Hong Kong and was the head of Asian research at Fox-Pitt, Kelton. In 2003 he joined Hiscox Investment Management, which later became HIM Capital. John has won Lipper awards in the Equity Sector Banks and Other Financials Sector in 2010, 2011, 2012 and 2013 for the performance of the Asian Financials Fund. He has an MBA from London Business School and studied at the London School of Economics (BSc Econ).

3-year Mean Monthly Return: -0.205%

Annual Returns201920182017201620152014
Fund Performance-15.79%+2.35%+3.70%+35.89%-5.86%+18.11%
Benchmark Performance
(Sector Equity Financial Services)
Time PeriodCumulativeBenchmark Performance
(Sector Equity Financial Services)
Fund Compared to Benchmark
1 day0.91%-13.15%+14.06%
1 week-2.95%-4.55%+1.60%
1 month-4.00%-2.69%-1.32%
3 months-3.59%+14.09%-17.68%
6 months9.10%-12.26%+21.36%
1 year-19.44%-1.43%-18.01%
3 years-4.86%+7.31%-12.17%
5 years2.87%+4.82%-1.95%
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
Since inception4.60%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
JPMorgan Chase & CoUSA5.38%
Bank of America CorpUSA4.09%
PayPal Holdings IncUSA4.05%
Mastercard Inc AUSA3.32%
HDFC Bank Ltd ADRIND3.23%
PT Bank Central Asia TbkIDN2.78%
The Toronto-Dominion BankCAN2.75%
Chubb LtdCHE2.73%
Marsh & McLennan Companies IncUSA2.60%
Arch Capital Group LtdUSA2.47%

Currently unavailable