| POLAR CAPITAL FUNDS PLC - FINANCIAL OPPORTUNITIES CLASS R GBP ACCUMULATION SHARES |
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| ISIN: |
IE00BCRYMF78 |
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Währung: |
GBP |
| Fondsname: |
Polar Capital Funds plc - Financial Opportunities Class R GBP Accumulation Shares |
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Ertragstyp: |
Thesaurierend |
| Ursprungsland: |
Irland |
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Fondstyp: |
Aktienfonds |
| Fondsmanager: |
George Barrow |
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Region: |
weltweit |
| Fondsvolumen: |
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Land: |
- |
| Auflagedatum: |
10.09.2013 |
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Unterkategorie: |
Finanzen |
| Geschäftsjahr: |
01.01. |
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Vertriebszulassung: |
Österreich, Deutschland, Schweiz, Tschechien |
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Performance | 4,70% | 23,44% | 32,28% | 56,74% | Volatilität | 11,18% | 10,93% | 13,27% | 18,28% | Sharpe Ratio | 2,83 | 1,91 | 0,55 | 0,38 | Bester Monat | 5,92% | 7,46% | 7,46% | 14,71% | Schlechtester Monat | -2,75% | -2,75% | -7,98% | -23,21% |
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The objective of the Fund is to achieve long term capital growth, by investing worldwide in the shares of financial sector companies.
The Fund invests in financial companies (to include banks, life and non-life insurance and reinsurance companies, asset management and brokerage companies), and companies related to the financial sector worldwide (to include property and real estate companies, companies which provide support services to the financial sector and companies that own financial sector related assets). The Fund may invest in financial derivatives (complex instruments based upon the value of underlying assets) for hedging, to reduce risk, to manage the Fund more efficiently, or to gain exposure to securities in a more efficient way. |
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JPMorgan | | 6,60% | Mastercard | | 4,60% | Fidelity National Information | | 2,80% | Intercontinental Exchange | | 2,80% | Citigroup | | 2,80% | Barclays | | 2,70% | Goldman Sachs Group | | 2,50% | Nasdaq | | 2,50% | KKR & Co Inc | | 2,40% | Erste Group Bank AG | | 2,30% | Sonstiges | | 68,00 % |
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| DAX | 22.523,70 | -270,41 | -1,19% |
| TecDax | 3.799,99 | -49,22 | -1,28% |
| MDAX | 28.440,27 | -181,02 | -0,63% |
| Dow Jones (EOD) | 43.433,12 | -188,04 | -0,43% |
| Nasdaq 100 | 20.997,27 | -135,65 | -0,64% |
| S & P 500 (EOD) | 5.956,06 | 0,81 | 0,01% |
| SMI | 13.042,51 | 17,50 | 0,13% |
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| EUR/US$ | 1,0407 | -0,01 | -0,74% |
| EUR/Yen | 156,1298 | -0,19 | -0,12% |
| EUR/CHF | 0,9359 | -0,00 | -0,22% |
| EUR/Brit. Pfund | 0,8247 | -0,00 | -0,29% |
| Yen/US$ | 0,0067 | -0,00 | -0,77% |
| CHF/US$ | 1,1118 | -0,01 | -0,55% |
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| baha Brent Indication | 74,16 | 1,61 | 2,21% |
| Gold | 2.872,86 | -28,88 | -1,00% |
| Silber | 31,75 | 0,02 | 0,08% |
| Platin | 972,88 | -8,01 | -0,82% |
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16,27 
