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Morningstar

Polar Capital Emerging Market Strs Instl POLEX

Morningstar Medalist Rating
Medalist Rating as of | See Polar Capital Investment Hub
  • NAV / 1-Day Return 7.81  /  −0.26 %
  • Total Assets 150.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 29%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis POLEX

Will POLEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the POLEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of POLEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bouncing back in 2023’s first half.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Polar Capital Emerging Markets Stars continues to benefit from a solid management team and robust investment approach.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings POLEX

More POLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.09 14.7 Mil
Technology

Samsung Electronics Co Ltd

6.43 9.4 Mil
Technology

Reliance Industries Ltd

4.90 7.1 Mil
Energy

Tencent Holdings Ltd

4.61 6.7 Mil
Communication Services

Phoenix Mills Ltd

4.10 6.0 Mil
Real Estate

Ivanhoe Mines Ltd Class A

3.16 4.6 Mil
Basic Materials

Cash

2.90 4.2 Mil
Cash and Equivalents

Grupo Financiero Banorte SAB de CV Class O

2.89 4.2 Mil
Financial Services

ICICI Bank Ltd

2.64 3.8 Mil
Financial Services

MercadoLibre Inc

2.63 3.8 Mil
Consumer Cyclical