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Polar Capital Income Opportunities B2 I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderPolar Capital LLP
Fund SummaryThe objective of the Fund is to achieve an attractive level of income together with capital growth, by investing in financial sector companies.
Fund codePOFBA
ManagersNick Brind
Manager Tenure8 years
Morningstar CategoryOther Allocation
Fund Size£72 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)0.89%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£2.0423
Buy Price£2.0423
Price Change-0.8158%
Price Date23rd September 2020
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date18th August 2014
Fund StatusOPEN
Nick Brind joined Polar Capital following the acquisition of HIM Capital in September 2010 and is manager of the Income Opportunities Fund. His investment experience covers a wide range of asset classes including UK equities, closed-end funds, fixed-income securities, global financials, private equity and derivatives. Prior to joining HIM Capital, Nick worked at New Star Asset Management. While there he managed the New Star Financial Opportunities Fund, a high-income financials fund investing in the equity and fixed-income securities of European financials companies, which outperformed its benchmark index in all 6 years that Nick managed it. Previously he worked at Exeter Asset Management and Capel-Cure Myers. At Exeter Asset Management, Nick managed the Exeter Capital Growth Fund from 1997 to 2003 which over this period was in the top decile of the IMA UK All Companies Sector. Nick has a Masters in Finance from London Business School.

3-year Mean Monthly Return: -0.099%

Annual Returns2019201820172016201520142013201220112010
Fund Performance-11.11%+3.05%+2.65%+28.35%-1.30%+9.71%+10.82%+28.51%-3.38%+15.99%
Benchmark Performance
(Other Allocation)
Time PeriodCumulativeBenchmark Performance
(Other Allocation)
Fund Compared to Benchmark
1 day-0.82%Currently unavailableCurrently unavailable
1 week-2.40%Currently unavailableCurrently unavailable
1 month-1.51%Currently unavailableCurrently unavailable
3 months-0.25%Currently unavailableCurrently unavailable
6 months20.31%Currently unavailableCurrently unavailable
1 year-12.41%Currently unavailableCurrently unavailable
3 years-2.35%Currently unavailableCurrently unavailable
5 years3.70%Currently unavailableCurrently unavailable
10 years6.84%Currently unavailableCurrently unavailable
YTD-15.22%Currently unavailableCurrently unavailable
Since inception6.74%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
JPMorgan Chase & CoUSA3.47%
Sampo Oyj Class AFIN2.95%
ING Groep N.V.NLD2.57%
Riverstone Credit Opportunities IncomeGBR2.56%
International Personal Finance PLCGBR2.41%
Chubb LtdCHE2.37%
VPC Specialty Lending Investments OrdGBR2.08%
International Personal Finance PLCGBR2.00%
Direct Line Insurance Group PLCGBR1.91%
Personal Group Holdings PLCGBR1.88%

Currently unavailable