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Polar Capital North American Class I - Income (Hedged GBP)

Sell:4,074.00p Buy:4,074.00p Change: 16.00p (0.39%)
Prices as at 23 December 2024
Sell:4,074.00p
Buy:4,074.00p
Change: 16.00p (0.39%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 December 2024
Sell:4,074.00p
Buy:4,074.00p
Change: 16.00p (0.39%)
Prices as at 23 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
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.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 9.34% 24.88% -20.18% 21.49% 19.25%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Colm Friel
Manager start date: 1 July 2022
Manager located in: London

Colm joined Polar Capital in June 2014 working on the North American Equities team. Prior to joining Polar Capital, Colm spent over 3 years as a global equity analyst at Seven Pillars Capital Management. Before that, he worked as an Economist for the Bank of England where he was responsible for analysis of banks and banking systems. Academic qualifications: BA (1st Class Hons) in Economics, Trinity College, Dublin; MSc in Finance and Economics, London School of Economics and Political Science. Professional qualifications: CFA charterholder. Industry experience: 15 years.

manager photo
Manager Name: Richard Wilson
Manager start date: 15 November 2011
Manager located in: London

Richard joined Polar Capital in August 2011 to establish the North American Equities team. Prior to joining Polar Capital, he spent nine years at Threadneedle where he managed more than US$4.5bn of institutional mandates on the North American Equities team and led the Global Industrial Sector Research Group. Richard began his investment career in 1999 as an Analyst on the US Equities team at Merrill Lynch Investment Managers. He graduated with a First Class MA (Hons) in History of Art from the University of Edinburgh and is a CFA Charterholder.

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Manager Name: Andrew Holliman
Manager start date: 15 November 2011
Manager located in: London

Andrew joined Polar Capital in August 2011 to establish the North American Equities team and a Global Equity Fund. Prior to joining Polar Capital, he spent seven years at Threadneedle where he managed the highly rated US$2.5bn Threadneedle American Fund as well as a number of global funds including the Threadneedle Global Focus Fund and the Threadneedle and Columbia Global Extended Alpha Funds. Andrew began his investment career in 1997 as an Analyst on the American and UK Smaller Caps teams at Baillie Gifford before becoming Fund Manager of the award winning American Fund. He graduated with a First Class BCom (Hons) in Business Studies from the University of Edinburgh, an MSc in Investment Analysis from the University of Stirling, and is a CFA Charterholder.

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. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account