Morningstar

Polar Capital Emerging Market Stars Fund Institutional Shares POLEX

Morningstar Medalist Rating
Medalist Rating as of | See Polar Capital Investment Hub
  • NAV / 1-Day Return 12.52  /  +1.38 %
  • Total Assets 212.5M
  • 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 0.61%
  • Turnover 54%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:19 AM GMT+0

Morningstar’s Analysis POLEX

Will POLEX outperform in the 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.

A growth-oriented, sustainability-focused approach to investing in emerging-markets equities.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

Polar Capital Emerging Markets Stars benefits from a passionate lead manager at the helm and a well-codified process that matches the team’s strengths. Therefore, both the People and Process Pillar ratings are maintained at Above Average.

by Lena Tsymbaluk
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 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.13 23M
Technology

Samsung Electronics Co Ltd

9.71 22M
Technology

SK Hynix Inc

8.20 19M
Technology

Tencent Holdings Ltd

4.86 11M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

2.52 6M
Consumer Cyclical

Phoenix Mills Ltd

2.11 5M
Real Estate

MediaTek Inc

1.97 4M
Technology

Nu Holdings Ltd Ordinary Shares Class A

1.90 4M
Financial Services

Contemporary Amperex Technology Co Ltd Class A

1.80 4M
Industrials

Chroma Ate Inc

1.79 4M
Technology

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