The Fund’s investment objective is to achieve long term capital growth.
The Fund will seek to achieve its investment objective by primarily investing in a diversified portfolio of equity securities and equity related securities of, or relating to companies, which are domiciled, or exercise the predominant part of their economic activity, in The Peoples’ Republic of China, Hong Kong and Taiwan (together “Greater China”). The Fund is not expected to invest more than 40% of its Net Asset Value in securities issued by companies outside of Greater China.
The Investment Manager looks to invest in structural winners that are able to capitalise on the massive growth and transformation opportunities in Chinese economy. Stock-picking efforts are directed towards identifying high quality businesses under the stewardship of high quality management teams that care about minority shareholders. These well managed companies with strong and sustainable strategic position and growth opportunities are able to create significant future Economic Value Add (“EVA”) and long term shareholder value.
- Team of 3 sector specialists
- The team has 35+ years of combined industry experience
- Fundamentally-driven analysis and stock selection
- Typically 30‑50 positions
Fund Managers & Analysts
Jorry Rask Nøddekær
Jerry joined Polar Capital in June 2018. Prior to joining Polar Capital, Jerry was the fund manager of the Nordea Chinese Equity Fund and prior to his tenure at Nordea, Jerry was an equity analyst at Generation Investment Management specialising in China.
Jerry has also worked for BlackRock as a fundamental equity research analyst based in London and the US, specialising in the global consumer and technology sectors. Further to this, Jerry is a native speaker of Mandarin and fluent in English.
- BSc in Economics, Peking University MSc in Management, London Business School
- CFA Charterholder
- 8 years
Jorry Rask Nøddekær
Jorry joined Polar Capital in June 2018 to launch the Polar Capital Emerging Market Stars Fund in July 2018.
Prior to joining Polar Capital, Jorry worked at various firms including Nordea Investment Management, Danske Capital, F&C Investment Management, New Star Asset Management and BankInvest Asset Management.
- MSc in Economics and Finance, Aarhus University
- 19 years
Andy joined Polar Capital in June 2018. Previously, Andy was a portfolio manager at Laxey Partners Ltd, having joined the firm in 2008. During his tenure at Laxey, Andy specialised in Chinese and China-related equities. Andy is a native speaker of Mandarin and fluent in English.
- BSc in Accounting and Finance, Lancaster University MPhil in Real Estate Finance, University of Cambridge
- 10 years
Fact Sheet History
Tax & Distribution Reporting
Report & Accounts
Codes & Fees
|EUR Class I Acc||PCCSTIE ID||IE00BG43Q530||BG43Q53||0.92%||-|
|GBP Class I Acc||PCCSTIG ID||IE00BG43Q647||BG43Q64||0.92%||-|
|US$ Class I Acc||PCHSTIU ID||IE00BG43Q423||BG43Q42||0.92%||-|
|EUR Class R Acc||PCCSTRE ID||IE00BG43Q209||BG43Q20||1.42%||-|
|GBP Class R Acc||PCCSTRG ID||IE00BG43Q316||BG43Q31||1.42%||-|
|US$ Class R Acc||PCCSTRU ID||IE00BG43Q191||BG43Q19||1.42%||-|
|EUR Class S Acc||PCCSTSE ID||IE00BG43Q860||BG43Q86||0.55%||-|
|GBP Class S Acc||PCCSTSG ID||IE00BG43Q977||BG43Q97||0.55%||-|
|US$ Class S Acc||PCCSTSU ID||IE00BG43Q753||BG43Q75||0.55%||-|
OCF is correct as at the date of the latest published KIID.
Countries in which this fund is available
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