All funds
Data as at 28.02.2023
i

Asian Stars Fund

Launch date31.12.2018
70%
Active share
5Team size

Asian Stars Fund

The Fund’s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies domiciled in developed and developing (emerging market) Asian countries, or from companies which generate a significant amount of their business from these countries.
i

Automation & Artificial Intelligence Fund

Launch date06.10.2017
87%
Active share
8Team size

Automation & Artificial Intelligence Fund

The Fund’s investment objective is to achieve long term capital appreciation by primarily investing in a diversified portfolio of global equity securities which may be listed or traded on a Regulated Market.
i

Biotechnology Fund

Launch date31.10.2013
67%
Active share
8Team size

Biotechnology Fund

The Fund aims to preserve capital and achieve long-term capital appreciation by investing throughout the biotechnology ecosystem, across geographies and market capitalisations.
i

China Stars Fund

Launch date31.08.2018
73%
Active share
3Team size

China Stars Fund

The Fund’s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in The Peoples’ Republic of China, Hong Kong and Taiwan (known as ‘Greater China’), or from companies which generate a significant amount of their business from Greater China.
i

Emerging Market Stars Fund

Launch date29.06.2018
75%
Active share
5Team size

Emerging Market Stars Fund

The Fund’s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries.
i

European ex-UK Income Fund

Launch date30.06.2015
80%
Active share
3Team size

European ex-UK Income Fund

The Fund’s investment objective is to deliver strong, long-term risk-adjusted returns to achieve both income and capital growth by investing in companies that are incorporated, headquartered, or exercise a significant part of their economic activities (greater than 20%) in European markets/countries (excluding the United Kingdom).
i

Financial Opportunities Fund

Launch date03.05.2011
78%
Active share
5Team size

Financial Opportunities Fund

The Fund aims to provide long-term capital growth by investing primarily in the securities of financial sector companies globally.
i

Global Convertible Fund

Launch date30.08.2013
86%
Active share
6Team size

Global Convertible Fund

The Fund’s investment objective is to generate both income and long term capital growth by investing in a diversified portfolio of securities, primarily in the global convertible market.
i

Polar Capital Global Financials Trust plc

Launch date01.07.2013
7Team size

Polar Capital Global Financials Trust plc

The Company’s investment objective is to generate for investors a growing dividend income together with capital appreciation.
i

Polar Capital Global Healthcare Trust plc

Launch date15.06.2010
8Team size

Polar Capital Global Healthcare Trust plc

The Company’s investment objective is to generate capital growth by investing in a global portfolio of healthcare stocks.
i

Global Insurance Fund

Launch date16.10.1998
69%
Active share
2Team size

Global Insurance Fund

The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.
i

Global Technology Fund

Launch date19.10.2001
61%
Active share
8Team size

Global Technology Fund

The Fund aims to achieve long-term capital appreciation through investing in a globally-diversified portfolio of technology companies.
i

Healthcare Blue Chip Fund

Launch date12.09.2014
74%
Active share
8Team size

Healthcare Blue Chip Fund

The Fund aims to achieve long-term capital appreciation by investing in a globally diversified portfolio of healthcare companies.
i

Healthcare Discovery Fund

Launch date31.01.2020
81%
Active share
8Team size

Healthcare Discovery Fund

The Fund aims to achieve long-term capital growth by investing in a globally diversified portfolio of healthcare companies.
i

Healthcare Opportunities Fund

Launch date30.11.2007
93%
Active share
8Team size

Healthcare Opportunities Fund

The Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.
i

Income Opportunities Fund

Launch date15.10.2009
5Team size

Income Opportunities Fund

The Fund aims to provide an attractive level of income for investors, together with capital growth, by investing primarily in the equity, debt and other securities of financial companies worldwide.
i

Japan Value Fund

Launch date31.10.2012
95%
Active share
2Team size

Japan Value Fund

The Fund aims to generate long-term capital growth by investing in the shares of Japanese companies, or companies that generate a significant amount of their business in Japan. The Fund will apply a 'value' based stock picking approach, investing in a concentrated portfolio of large, medium and small capitalisation companies.
i

Melchior European Absolute Return Fund

Launch date02.02.2010
4Team size

Melchior European Absolute Return Fund

To achieve longer term capital growth, without undue risk through diversified investment in equities of companies, or using derivatives to generate exposure to such equities, which are listed on a stock exchange in the European region or of companies that have their registered office, or carry out a predominant portion of their economic activity in the European region.
i

Melchior European Opportunities Fund

Launch date04.05.2010
3Team size

Melchior European Opportunities Fund

The Fund’s investment objective is to achieve capital appreciation through selective investment in European equities.
i

North American Fund

Launch date14.11.2011
86%
Active share
3Team size

North American Fund

The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of securities of North American companies.
i

Smart Energy Fund

Launch date30.09.2021
98%
Active share
5Team size

Smart Energy Fund

The Fund’s investment objective is to provide long term capital growth. The Fund seeks to achieve its objective by investing in a portfolio of companies worldwide that provide technological solutions and services targeting the decarbonisation of the global energy sector.
i

Smart Mobility Fund

Launch date30.09.2021
98%
Active share
5Team size

Smart Mobility Fund

The Fund’s investment objective is to provide long term capital growth. The Fund seeks to achieve its objective by investing in a portfolio of companies worldwide that support, through their technology solutions and services, the decarbonisation and transformation of the global transportation sector.
i

Polar Capital Technology Trust plc

Launch date16.12.1996
8Team size

Polar Capital Technology Trust plc

The Company aims to maximise long-term capital growth through investing in a diversified portfolio of technology companies around the world.
i

UK Value Opportunities Fund

Launch date31.01.2017
83%
Active share
2Team size

UK Value Opportunities Fund

The Fund's objective is to achieve long term capital appreciation by primarily investing in a diversified portfolio of equity securities listed in the UK.