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Polar Capital UK Absolute Equity Fund I Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar
Fund Summary The objective of the Fund is to achieve a positive absolute return over one year periods by investing predominately in the shares of United Kingdom companies, while using financial derivatives (complex instruments based upon the value of underlying assets). Absolute return means that the Fund seeks to generate a positive return regardless of the direction of the markets.
Fund code POAEI
Managers Guy Rushton
Manager Tenure 5 years
Morningstar Category Alt - Long/Short Equity - UK
IMA Sector Targeted Absolute Return
Fund Size £452 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 1.18%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £21.82
Buy Price £21.82
Price Change +1.2529%
Price Date 24th June 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible No
Inception Date 30th September 2014
Guy is a fund manager on the UK Equity desk and is responsible for the analysis of the support services and general financials sectors. Prior to joining LGIM in July 2008, Guy worked as a health care equity analyst at Clear Capital. Guy graduated from the University of Cambridge in 2005 with an MA degree in Medical Sciences. He has completed the CFA examinations.

3-year Mean Monthly Return: 1.369%

Annual Returns 2018 2017 2016 2015
Fund Performance -4.54% +37.77% +21.00% +16.06%
Benchmark Performance
(Alt - Long/Short Equity - UK)
Time Period Cumulative Benchmark Performance
(Alt - Long/Short Equity - UK)
Fund Compared to Benchmark
1 day 1.25% -0.54% Currently unavailable
1 week 1.54% -0.94% Currently unavailable
1 month 7.59% -2.81% Currently unavailable
3 months 9.87% -4.93% Currently unavailable
6 months 5.21% -6.09% Currently unavailable
1 year -1.58% -9.08% Currently unavailable
3 years 70.07% +15.44% Currently unavailable
5 years Currently unavailable +28.24% Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 6.13% -5.17% Currently unavailable
Since inception 118.20% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Inmarsat PLCCFD GBR 4.60%
Mercia Technologies PLC GBR 4.57%
First Derivatives PLC GBR 4.49%
Tracsis PLC GBR 3.97%
Betfair Group PLC GBR 3.71%
SunEdison Inc USA 3.69%
Dixons Carphone PLCCFD GBR 3.69%
Abcam PLC GBR 3.68%
Mothercare PLC GBR 3.63%

Currently unavailable