POLEX – Polar Capital Emerging Market Strs Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets for investment purposes in equity securities of issuers located in Emerging Markets countries. It may also invest in global, American and European depository receipts for the purpose of gaining exposure to underlying equity securities. The fund may utilize various derivative instruments and related strategies to gain exposure to one or more issuers or other assets. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
POLEX	Polar Capital Emerging Market Stars Fund Institutional Shares	Institutional	Open			Dec 30, 2020	$210.33M	1.000%	Average	$5,000	−$18.68M

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