All funds
Data as at 31.01.2024
i

Artificial Intelligence Fund

Launch date06.10.2017
81%
Active share
10Team size

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

Asian Stars Fund

Launch date31.12.2018
73%
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

Biotechnology Fund

Launch date31.10.2013
70%
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
69%
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
77%
Active share
6Team 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

Emerging Market ex-China Stars Fund

Launch date30.06.2023
76%
Active share
4Team size

Emerging Market ex-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 emerging markets (developing countries) excluding China, or from companies which generate a significant amount of their business from emerging market countries.
i

European Forager Strategy

Launch date01.08.2003
3Team size

European Forager Fund Limited

The Fund’s investment objective is to achieve positive absolute returns in each calendar year, irrespective of overall equity market conditions. The Fund aims to achieve this by investing predominantly in small capitalisation European equity securities.
i

European ex-UK Income Fund

Launch date30.06.2015
83%
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 Credit Fund

Launch date29.12.2023
6Team size

Financial Credit Fund

The objective of the Fund is to provide an attractive level of income by investing primarily in the senior and subordinated debt securities of financial companies globally.
i

Financial Opportunities Fund

Launch date03.05.2011
67%
Active share
6Team 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 Absolute Return Fund

Launch date31.12.2018
6Team size

Global Absolute Return Fund

The Fund's investment objective is to generate a positive absolute return over rolling 12-month periods, in all market conditions. There is no guarantee the Fund will achieve this objective over any given period.
i

Global Convertible Fund

Launch date30.08.2013
90%
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
6Team 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
70%
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
54%
Active share
10Team 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
72%
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
77%
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

Japan Value Fund

Launch date31.10.2012
92%
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 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
84%
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
10Team 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
85%
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.