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

Performance History31/05/2019
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Polar Capital Global Insurance Fund B GBP Acc
Fund13.534.65.91.316.4
+/-Cat13.79.3-9.914.66.1
+/-B’mrk11.30.4-6.213.16.8
 
Key Stats
NAV
17/06/2019
 GBP 7.22
Day Change -0.09%
Morningstar Category™ Sector Equity Financial Services
IA (formerly IMA) Sector Specialist
ISIN IE00B63V4760
Fund Size (Mil)
14/06/2019
 GBP 1392.58
Share Class Size (Mil)
17/06/2019
 GBP 12.17
Max Initial Charge 5.00%
Ongoing Charge
18/02/2019
  1.37%
Morningstar Research
Analyst Report

Polar Capital Global Insurance is a very strong offering in a niche sector. The strategy retains its Morningstar Analyst Rating of Silver.The strategy was launched in 1998, managed by Alec Foster. From 2001, he was supported by Nick Martin....

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
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)17/06/2019
YTD19.97
3 Years Annualised18.57
5 Years Annualised17.39
10 Years Annualised*16.60
12 Month Yield 0.30
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 Acc30/04/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.170.0099.17
Bond0.000.000.00
Property0.000.000.00
Cash0.830.000.83
Other0.000.000.00
Top 5 Regions%
United States71.39
Canada7.91
Europe - ex Euro7.74
United Kingdom7.37
Asia - Developed2.18
Top 5 Sectors%
Financial Services100.00
Top 5 HoldingsSector%
Arch Capital Group LtdFinancial ServicesFinancial Services8.78
Marsh & McLennan Companies IncFinancial ServicesFinancial Services7.81
Chubb LtdFinancial ServicesFinancial Services7.55
Alleghany CorpFinancial ServicesFinancial Services4.87
Essent Group LtdFinancial ServicesFinancial Services4.73
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.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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