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Polar Capital Global Insurance I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital LLP
Fund Summary The objective of the Fund is to provide a total return (capital growth and income), by investing worldwide in the shares of insurance-related companies.
SEDOL code B5339C5
ISIN IE00B5339C57
Fund code POGLA
Managers Nick Martin
Manager Tenure 9 years
Morningstar Category Sector Equity Financial Services
IMA Sector Specialist
Fund Size £1,189 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.88%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £6.4867
Buy Price £6.4867
Price Change -1.4284%
Price Date 28th May 2020
Yield 1.62%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 18th August 2014
Fund Status OPEN
Nick Martin joined Polar Capital in September 2010 and is manager of the Global Insurance Fund. Nick has worked closely with Alec Foster since 2001 when he joined Hiscox plc. He participated in the management buyout of Hiscox Investment Management in 2007 when the business was renamed HIM Capital Ltd. He has developed a broad knowledge of the insurance sector during this time and from working for the chartered accountants, Mazars Neville Russell, where he specialised in audit and consultancy work for insurance companies and brokers. He is a qualified chartered accountant and obtained a first class honours degree in Econometrics and Mathematical Economics at the London School of Economics.

3-year Mean Monthly Return: 0.206%

Annual Returns 2019 2018 2017 2016 2015 2014 2013 2012
Fund Performance -8.25% +12.57% +0.60% +33.66% +9.24% +25.04% +6.43% +30.88%
Benchmark Performance
(Sector Equity Financial Services)
-18.14% -3.73% +5.57% +36.90% -10.58%
Time Period Cumulative Benchmark Performance
(Sector Equity Financial Services)
Fund Compared to Benchmark
1 day -1.43% -13.08% +11.65%
1 week 3.84% +5.44% -1.59%
1 month 6.63% -8.34% +14.98%
3 months -9.89% -12.18% +2.29%
6 months -15.04% -6.58% -8.46%
1 year -8.80% +0.67% -9.47%
3 years 3.82% +4.70% -0.88%
5 years 10.78% +5.38% +5.40%
10 years Currently unavailable Currently unavailable Currently unavailable
YTD -13.88% +4.37% -18.25%
Since inception 12.84% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Marsh & McLennan Companies Inc USA 8.03%
Arch Capital Group Ltd USA 7.84%
Chubb Ltd CHE 6.92%
Markel Corp USA 5.44%
Berkshire Hathaway Inc B USA 4.95%
Alleghany Corp USA 4.77%
RenaissanceRe Holdings Ltd USA 4.52%
Intact Financial Corp CAN 4.37%
WR Berkley Corp USA 4.04%
Essent Group Ltd USA 3.95%

Currently unavailable