Polar Capital Outperformed Its Peers on IMA Global Emerging Markets

The Polar Capital Emerging Markets Income fund of Dublin has been successful in outperforming other funds in the sector of IMA Global Emerging Markets despite the past tricky and unstable 12 months. According to William Calvert, who is the assigned person to manage the fund alongside Neil Denman and Ming Kimp, the aim of the fund has always stayed the same even when the fund process evolves to some degree from time to time.

He pointed out that the process itself did not change, especially with the managers aligning themselves with the emerging markets’ government policy and economic development. He said that they are not into the allocation of top-down asset. Instead, they are stockpickers that are trying to make sure that they do not make huge multiples.

Calvert also noted that they are not into investing in small caps as they are mid-caps oriented. He said that they like strong companies that have strong management, excellent balance sheets and high equity returns. With all these facts, it is not a surprise that the Polar Capital has outperformed its peers in the IMA.

According to Polar Capital, the funds’ risk indicator is at sixth level out of seven. On the other hand, its ongoing charges are currently at 1.75 percent.