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Polar Capital Financial Opportunities Class I - Income (GBP)

Sell:1,105.00p Buy:1,105.00p Change: 18.00p (1.60%)
Prices as at 20 April 2021
Sell:1,105.00p
Buy:1,105.00p
Change: 18.00p (1.60%)
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 20 April 2021
Sell:1,105.00p
Buy:1,105.00p
Change: 18.00p (1.60%)
Prices as at 20 April 2021
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.

Asset Allocation

X-ray asset allocation
Key % Net Assets
International Equities 86.87%
UK Equities 7.44%
Cash and Equiv. 2.59%
Other 1.60%
International Bonds 1.50%

Top 10 holdings

Stock name % Weight Country Sector
1 JPMORGAN CHASE & CO 5.42% United States Banks
2 BANK OF AMERICA CORP 4.12% United States Banks
3 CITIZENS FINANCIAL GROUP 3.13% United States Banks
4 HDFC BANK LTD 2.95% India Banks
5 MASTERCARD INC 2.36% United States Industrial Support Services
6 AIA GROUP LTD 2.35% Hong Kong Life Insurance
7 SIGNATURE BANK/NEW YORK NY 2.23% United States Banks
8 BNP PARIBAS SA 2.23% France Banks
9 ARCH CAPITAL GROUP LTD 2.20% United States Non-life Insurance
10 WELLS FARGO & CO 2.18% United States Banks

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
Technology 1.28% 1.28%
Financials 6.15% 79.51% 1.50% 87.17%
Consumer Discretionary 1.13% 1.13%
Industrials 6.22% 6.22%
Cash and Equiv. 2.59% 2.59%
Non-Classified 1.60% 1.60%
Total 7.44% 86.87% 1.50% 1.60% 2.59% 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 28 February 2021. Data provided by FundsLibrary.

Fund Analysis is only available on the desktop version of our website. This can be accessed using a desktop or laptop PC or some larger tablets.

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