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Polar Capital UK Value Opportunities Inc

  • 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 BD81XW8
ISIN IE00BD81XW84
Fund code POUVI
Managers George Godber, Georgina Hamilton
Manager Tenure 3 years
Morningstar Category UK Small-Cap Equity
IMA Sector UK All Companies
Fund Size Currently unavailable
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 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 £9.9100
Buy Price £9.9100
Price Change +1.433%
Price Date 3rd June 2020
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: -0.107%

Annual Returns 2019 2018 2017
Fund Performance -21.99% -1.91% +9.94%
Benchmark Performance
(UK Small-Cap Equity)
-17.82% -2.81% +13.74%
Time Period Cumulative Benchmark Performance
(UK Small-Cap Equity)
Fund Compared to Benchmark
1 day 1.43% -14.53% +15.97%
1 week 3.55% +8.68% -5.12%
1 month 7.83% -7.86% +15.70%
3 months -13.98% -7.99% -5.99%
6 months -14.04% -4.21% -9.83%
1 year -10.94% +0.72% -11.66%
3 years -2.66% +4.48% -7.14%
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD -21.08% +3.35% -24.43%
Since inception 1.25% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Morgan Sindall Group PLC GBR 2.47%
Hikma Pharmaceuticals PLC GBR 2.42%
Brewin Dolphin Holdings PLC GBR 2.36%
Speedy Hire PLC GBR 2.33%
Persimmon PLC GBR 2.31%
Hilton Food Group PLC GBR 2.18%
Restore PLC GBR 2.16%
Watkin Jones PLC GBR 2.11%
Breedon Group PLC GBR 2.10%
Grafton Group PLC GBR 2.00%
Dividend Date Per share amount Reinvestment Price
2nd January 2020 0.2645 £12.6500
2nd January 2019 0.2505 £10.0800
2nd January 2018 0.0618 £12.0100