Polar Capital Funds PLC - Polar Capital Global Insurance Fund B GBP Acc

Performance History31/12/2018
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Polar Capital Global Insurance Fund B GBP Acc
Fund11.913.534.65.91.3
+/-Cat3.813.79.3-9.914.6
+/-B’mrk2.311.30.4-6.213.1
 
Key Stats
NAV
17/01/2019
 GBP 6.10
Day Change -0.10%
Morningstar Category™ Sector Equity Financial Services
IA (formerly IMA) Sector Specialist
ISIN IE00B63V4760
Fund Size (Mil)
11/01/2019
 GBP 1163.92
Share Class Size (Mil)
17/01/2019
 GBP 11.46
Max Initial Charge 5.00%
Ongoing Charge
15/02/2018
  1.38%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

A very strong offering in a niche sector.Polar Capital Global Insurance's appeal was historically attributable in part to the experience and expertise of Alec Foster, who managed this strategy from launch in 1998. From 2001, he was supported by...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Insurance Fund B GBP Acc
To achieve capital growth through investment in companies operating in the international insurance sector.
Returns
Trailing Returns (GBP)17/01/2019
YTD1.48
3 Years Annualised14.89
5 Years Annualised13.82
10 Years Annualised*13.21
12 Month Yield 0.35
Management
Manager Name
Start Date
Nick Martin
31/05/2011
Inception Date
31/05/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World/Insurance Ig NR USDMSCI World/Financials NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Polar Capital Funds PLC - Polar Capital Global Insurance Fund B GBP Acc30/11/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.280.0098.28
Bond0.000.000.00
Property0.000.000.00
Cash0.610.000.61
Other1.110.001.11
Top 5 Regions%
United States69.69
United Kingdom8.26
Canada7.74
Europe - ex Euro7.66
Eurozone3.39
Top 5 Sectors%
Financial Services100.00
Top 5 HoldingsSector%
Marsh & McLennan Companies IncFinancial ServicesFinancial Services8.56
Arch Capital Group LtdFinancial ServicesFinancial Services8.27
Chubb LtdFinancial ServicesFinancial Services7.53
WR Berkley CorpFinancial ServicesFinancial Services5.23
Alleghany CorpFinancial ServicesFinancial Services5.17
Polar Capital Funds PLC - Polar Capital Global Insurance Fund B GBP Acc
* This share class has performance data calculated prior to the inception date, 2011-05-31. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.