Fund
FACT BOX
MANAGERS : George Godber & Georgina Hamilton / LAUNCHED : 31 / 01 / 2017 / FUND SIZE : £ 1.4bn / OCF : 0.84 %
CROWN RATING
The fund has made 32.3 % since launch in January 2017 , compared with 32.6 % from its FTSE All Share benchmark and 27.6 % from its IA UK All Companies sector . However , it was significantly ahead of both measures before last autumn . “ From mid-September to now , the underperformance has been catastrophic and huge in comparison with previous major events ,” said Hamilton . However , the pair were optimistic about a turnaround in many holdings , including household names such as Mr Kipling ’ s owner Premier Foods and furniture brand Dunelm . The fund charges a fee of 10 % of any outperformance of the FTSE All Share .
Performance of fund vs sector and index since launch
Polar Capital UK Value Opportunities ( 32.3 %)
50 % 40 % 30 % 20 % 10 % 0 % -10% -20% -30%
IA UK All Companies ( 27.6 %)
FTSE All Share ( 32.6 %)
Feb17 |
Aug |
Feb18 |
Aug |
Feb19 |
Aug |
Feb20 |
Aug |
Feb21 |
Aug |
Feb22 |
Source : FE Analytics
Issue 85 - June 2022 / 41 /