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Polar Capital North American Class I - Income (USD)

Sell:1,995.16p Buy:1,995.16p Change: 6.59p (0.33%)
Prices as at 15 August 2019
Sell:1,995.16p
Buy:1,995.16p
Change: 6.59p (0.33%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 15 August 2019
Sell:1,995.16p
Buy:1,995.16p
Change: 6.59p (0.33%)
Prices as at 15 August 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

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

16/08/14 to 16/08/15 16/08/15 to 16/08/16 16/08/16 to 16/08/17 16/08/17 to 16/08/18 16/08/18 to 16/08/19
Annual return 18.58% 22.19% 21.67% 15.95% 0.30%

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: 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.

manager photo
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 an ISA, Lifetime ISA, SIPP or Fund & Share Account