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Polar Capital UK Value Opportunities Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital LLP
Fund Summary The Polar Capital UK Value Opportunities Fund is a value fund which aims to achieve long term capital appreciation by primarily investing in a diversified portfolio of equity securities listed in the UK. Managed by an experienced fund manager with a strong track record.
SEDOL code BD81XX9
ISIN IE00BD81XX91
Fund code POUVA
Managers George Godber, Georgina Hamilton
Manager Tenure 2 years
Morningstar Category UK Small-Cap Equity
IMA Sector UK All Companies
Fund Size Currently unavailable
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.87%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £12.0100
Buy Price £12.0100
Price Change +0.7551%
Price Date 22nd November 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 6th February 2017
Fund Status OPEN
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 holds a BSc in Economics from Bristol University.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017
Fund Performance -2.94% +5.21%
Benchmark Performance
(UK Small-Cap Equity)
-6.87% +9.57%
Time Period Cumulative Benchmark Performance
(UK Small-Cap Equity)
Fund Compared to Benchmark
1 day -0.33% +15.82% -16.15%
1 week 0.17% +3.05% -2.88%
1 month 0.76% +6.37% -5.61%
3 months 7.19% +1.21% +5.99%
6 months -0.58% +10.51% -11.09%
1 year 10.58% +8.22% +2.35%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 14.62% +0.99% +13.62%
Since inception 6.47% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Morgan Sindall Group PLC GBR 2.52%
Hill & Smith Holdings PLC GBR 2.50%
3i Ord GBR 2.46%
Watkin Jones PLC GBR 2.42%
IG Design Group PLC GBR 2.35%
TT Electronics PLC GBR 2.35%
WH Smith PLC GBR 2.31%
SSP Group PLC GBR 2.25%
Fisher (James) & Sons PLC GBR 2.22%
Avon Rubber PLC GBR 2.13%

Currently unavailable