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Polar Financial Credit I GBP Dist Shrs (0P0000VRZS.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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160.22+0.18 (+0.11%)
At close: 09:00PM BST

Polar Financial Credit I GBP Dist Shrs

16 Palace Street

44 (0)20 7227 2700
Management information
,Lead manager since 29 March 2012
Nick Brind joined Polar Capital following the acquisition of HIM Capital in September 2010 and is manager of the Income Opportunities Fund. His investment experience covers a wide range of asset classes including UK equities, closed-end funds, fixed-income securities, global financials, private equity and derivatives. Prior to joining HIM Capital, Nick worked at New Star Asset Management. While there he managed the New Star Financial Opportunities Fund, a high-income financials fund investing in the equity and fixed-income securities of European financials companies, which outperformed its benchmark index in all 6 years that Nick managed it. Previously he worked at Exeter Asset Management and Capel-Cure Myers. At Exeter Asset Management, Nick managed the Exeter Capital Growth Fund from 1997 to 2003 which over this period was in the top decile of the IMA UK All Companies Sector. Nick has a Masters in Finance from London Business School.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyPolar Capital LLP
Net assetsN/A
YTD return3.58%
Yield5.38%
Morningstar rating★★★★★
Inception date29 Dec 2023

Fund operations

Last dividend0.05
Last cap gainN/A
Holdings turnover9.32%
Average for categoryN/A

Fees and expenses

Expense0P0000VRZS.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A