Polar Capital Funds PLC - Polar Capital Global Insurance Fund I EUR Hedged AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.7 | 8.5 | 28.9 | -2.5 | 14.2 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | EUR 22.25 | |
Day Change | 0.08% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BD3BW158 | |
Fund Size (Mil) 13/08/2024 | GBP 2318.14 | |
Share Class Size (Mil) 13/08/2024 | EUR 6.67 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/06/2024 | 0.83% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Insurance Fund I EUR Hedged Acc |
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 16/09/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Insurance NR LCL | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital Global Insurance Fund I EUR Hedged Acc | 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 I EUR Hedged Acc |