Polar Capital Funds PLC - Polar Capital Global Insurance Fund R IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -6.0 | 15.7 | 23.8 | 0.9 | 18.2 |
![]() | +/-Cat | -1.8 | -7.8 | 26.5 | -12.3 | 4.2 |
![]() | +/-B’mrk | - | -6.6 | 22.4 | -8.7 | 3.3 |
Category: Sector Equity Financial Services | ||||||
Category Benchmark: Morningstar Gbl Fin Svc TME... |
Key Stats | ||
NAV 13/08/2024 | GBP 8.27 | |
Day Change | 0.03% | |
Morningstar Category™ | Sector Equity Financial Services | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | IE00B51X0H96 | |
Fund Size (Mil) 12/08/2024 | GBP 2315.57 | |
Share Class Size (Mil) 12/08/2024 | GBP 26.81 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/06/2024 | 1.33% |
Morningstar Research |
Analyst Report | 23/05/2024 Daniel Nilsson, Analyst Morningstar, Inc |
The knowledge and experience in place on Polar Capital Global Insurance provide high-quality coverage of the niche sector to investors. The team has clearly demonstrated the ability to build concentrated but suitably diversified portfolios that... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Insurance Fund R Inc |
The investment objective of the Fund is to provide an attractive total return irrespective of broader economic and financial market conditions. The Fund will seek to achieve its investment objective by investing primarily in securities of insurance related companies worldwide. These companies include insurance and reinsurance companies, life assurance companies, insurance brokerage companies and other insurance related businesses including, but not limited to, insurance claims administration companies, insurance support service companies and companies that own insurance related assets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nick Martin 31/05/2011 | ||
Dominic Evans 31/01/2022 | ||
Inception Date 01/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Insurance NR LCL | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital Global Insurance Fund R Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.67 |
![]() | ![]() | 7.74 |
![]() | ![]() | 6.59 |
![]() | ![]() | 6.43 |
![]() | ![]() | 5.14 |
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Polar Capital Funds PLC - Polar Capital Global Insurance Fund R Inc |