Polar Capital Funds PLC - Polar Capital Global Insurance Fund Portfolio Currency Hedged I GBP IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 6.0 | 10.1 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 02/05/2024 | GBP 11.53 | |
Day Change | 0.39% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | IE000E6SKV30 | |
Fund Size (Mil) 02/05/2024 | GBP 2268.87 | |
Share Class Size (Mil) 02/05/2024 | GBP 6.22 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/11/2022 | 0.85% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Insurance Fund Portfolio Currency Hedged I GBP 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 | ||
Inception Date 30/11/2022 |
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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 Portfolio Currency Hedged I GBP Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Arch Capital Group Ltd | Financial Services | 9.52 |
RenaissanceRe Holdings Ltd | Financial Services | 7.84 |
Chubb Ltd | Financial Services | 6.72 |
Marsh & McLennan Companies Inc | Financial Services | 6.62 |
WR Berkley Corp | Financial Services | 5.80 |
Increase Decrease New since last portfolio | ||
Polar Capital Funds PLC - Polar Capital Global Insurance Fund Portfolio Currency Hedged I GBP Inc |