Morningstar's Manager Check Up

REAFFIRMED RATINGS: Morningstar's Jonathan Miller explains how fund analysts rate Polar Capital Global Insurance, Fidelity Emerging Markets and the JPM American trust

Jonathan Miller 21 June, 2017 | 11:03AM

 

Jonathan Miller: Welcome to the Morningstar Manager Check-up, where we’re starting with the Polar Capital Global Insurance fund. This is a niche offering that focuses on high-quality, non-life insurers. The manager, Nick Martin, believes the attractiveness of companies in this space is down to the discipline of management teams in writing business when rates are profitable and to deliver sustainable growth in book value. The strategy is long term in nature and has delivered a more stable performance profile than the broader financials peer group, by helping to protect capital better in falling markets.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity Instl Emerg Mkts W Acc148.91 GBP-0.99
JPMorgan American Ord469.42 GBP0.63
Polar Capital Global Ins F GBP Acc6.60 GBP-1.54

About Author

Jonathan Miller  is Director of Manager Research, Morningstar UK

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