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Polar Capital UK Value Opportunities Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderPolar Capital LLP
Fund SummaryThe 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 codeBD81XX9
ISINIE00BD81XX91
Fund codePOUVA
ManagersGeorge Godber, Georgina Hamilton
Manager Tenure3 years
Morningstar CategoryUK Small-Cap Equity
IMA SectorUK All Companies
Fund SizeCurrently unavailable
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)0.87%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£9.6400
Buy Price£9.6400
Price Change-0.9249%
Price Date25th September 2020
Yield2.69%
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date6th February 2017
Fund StatusOPEN
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: -0.015%

Annual Returns201920182017
Fund Performance-12.93%-3.73%+10.75%
Benchmark Performance
(UK Small-Cap Equity)
-6.16%-6.33%+15.97%
Time PeriodCumulativeBenchmark Performance
(UK Small-Cap Equity)
Fund Compared to Benchmark
1 day-0.92%-13.17%+12.24%
1 week-4.84%-1.92%-2.92%
1 month-6.41%+3.29%-9.70%
3 months-3.41%+27.67%-31.08%
6 months12.88%-0.85%+13.73%
1 year-15.59%+0.74%-16.32%
3 years-4.62%+4.64%-9.26%
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD-27.02%-2.66%-24.36%
Since inception-1.00%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Hikma Pharmaceuticals PLCGBR2.48%
Lancashire Holdings LtdGBR2.34%
Restore PLCGBR2.29%
Persimmon PLCGBR2.26%
Morgan Sindall Group PLCGBR2.25%
Brewin Dolphin Holdings PLCGBR2.18%
3i OrdGBR2.18%
Morrison (Wm) Supermarkets PLCGBR2.16%
Speedy Hire PLCGBR2.14%
Breedon Group PLCGBR2.11%

Currently unavailable