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Polar Capital Financial Opportunities Class I - Accumulation (GBP)

Sell:1,669.00p Buy:1,669.00p Change: 23.00p (1.40%)
Prices as at 21 November 2024
Sell:1,669.00p
Buy:1,669.00p
Change: 23.00p (1.40%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 21 November 2024
Sell:1,669.00p
Buy:1,669.00p
Change: 23.00p (1.40%)
Prices as at 21 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Asset Allocation

X-ray asset allocation
Key % Net Assets
International Equities 84.02%
UK Equities 11.21%
Cash and Equiv. 2.06%
Investment Trusts 1.65%
Other 0.85%
Managed Funds 0.21%

Top 10 holdings

Stock name % Weight Country Sector
1 JPMORGAN CHASE & CO 6.89% United States Banks
2 MASTERCARD INCORPORATED 4.73% United States Industrial Support Services
3 FIDELITY NATIONAL INFORMATION SERVICES 2.93% United States Industrial Support Services
4 INTERCONTINENTAL EXCHANGE INC 2.84% United States Investment Banking & Brokerage Services
5 NASDAQ 2.60% United States Investment Banking & Brokerage Services
6 KKR & CO. 2.51% United States Investment Banking & Brokerage Services
7 ARCH CAPITAL GROUP LTD 2.36% United States Non-life Insurance
8 BLACKSTONE 2.30% United States Investment Banking & Brokerage Services
9 RENAISSANCERE HOLDINGS 2.29% United States Non-life Insurance
10 BERKSHIRE HATHAWAY 2.26% United States Investment Banking & Brokerage Services

Where is the fund invested?

UK
Equities		 Int'l
Equities		 UK
Bonds		 Int'l
Bonds		 UK
Gilts		 Managed Funds Property Other Cash and Equiv. Total
Financials 11.21% 71.75% 1.65% 84.61%
Consumer Discretionary 1.92% 1.92%
Industrials 10.36% 10.36%
Cash and Equiv. 2.06% 2.06%
Managed Funds 0.21% 0.21%
Non-Classified 0.85% 0.85%
Total 11.21% 84.02% 0.21% 2.50% 2.06% 100.00%
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data as at 30 September 2024. Data provided by Broadridge.

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now