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

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Performance History30/06/2021
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Polar Capital Global Insurance Fund F GBP Acc
Fund6.51.823.3-5.85.5
+/-Cat-9.315.14.1-1.6-9.9
+/-B’mrk-5.613.62.60.0-14.0
 
Key Stats
NAV
29/07/2021
 GBP 7.77
Day Change 0.50%
Morningstar Category™ Sector Equity Financial Services
IA (formerly IMA) Sector Specialist
ISIN IE00B61MW553
Fund Size (Mil)
23/07/2021
 GBP 1745.84
Share Class Size (Mil)
29/07/2021
 GBP 225.64
Max Initial Charge 5.00%
Ongoing Charge
06/07/2021
  0.84%
Morningstar Research
Analyst Report

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
PeopleHigh
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Insurance Fund F GBP Acc
To achieve capital growth through investment in companies operating in the international insurance sector.
Returns
Trailing Returns (GBP)29/07/2021
YTD6.04
3 Years Annualised6.67
5 Years Annualised9.32
10 Years Annualised13.87
12 Month Yield 0.00
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 NR LCLMSCI World/Financials NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Polar Capital Funds PLC - Polar Capital Global Insurance Fund F GBP Acc30/06/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.580.0098.58
Bond0.000.000.00
Property0.000.000.00
Cash1.420.001.42
Other0.000.000.00
Top 5 Regions%
United States69.25
United Kingdom9.93
Canada9.31
Europe - ex Euro7.52
Asia - Developed2.57
Top 5 Sectors%
Financial Services100.00
Top 5 HoldingsSector%
Arch Capital Group LtdFinancial ServicesFinancial Services7.74
Marsh & McLennan Companies IncFinancial ServicesFinancial Services7.55
Chubb LtdFinancial ServicesFinancial Services7.29
Markel CorpFinancial ServicesFinancial Services5.71
Alleghany CorpFinancial ServicesFinancial Services5.22
Polar Capital Funds PLC - Polar Capital Global Insurance Fund F GBP Acc

Related

* 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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