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Polar Capital Global Insurance I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar
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 8 years
Morningstar Category Sector Equity Financial Services
IMA Sector Specialist
Fund Size £1,485 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 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 £7.6797
Buy Price £7.6797
Price Change -0.6597%
Price Date 22nd August 2019
Yield 1.57%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 31st May 2011
Fund Status OPEN

3-year Mean Monthly Return: 1.323%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011
Fund Performance +25.11% +1.75% +21.55% +25.51% +17.94% +4.19% +31.77% +7.86%
Benchmark Performance
(Sector Equity Financial Services)
+10.30% +11.08% +12.08% +11.25% +13.59%
Time Period Cumulative Benchmark Performance
(Sector Equity Financial Services)
Fund Compared to Benchmark
1 day -0.66% -0.60% -0.06%
1 week 0.42% +1.38% -0.96%
1 month 2.20% +2.93% -0.73%
3 months 6.68% +6.72% -0.04%
6 months 16.40% +10.39% +6.00%
1 year 18.74% +0.35% +18.39%
3 years 54.13% +53.26% +0.87%
5 years 133.83% +57.16% +76.67%
10 years Currently unavailable +126.30% Currently unavailable
YTD 25.68% +14.74% +10.93%
Since inception 250.99% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Arch Capital Group Ltd USA 8.55%
Marsh & McLennan Companies Inc USA 8.30%
Chubb Ltd CHE 7.66%
Alleghany Corp USA 5.28%
WR Berkley Corp USA 4.74%
Berkshire Hathaway Inc B USA 4.54%
Essent Group Ltd USA 4.52%
RenaissanceRe Holdings Ltd USA 4.46%
Fairfax Financial Holdings Ltd CAN 4.18%
Progressive Corp USA 4.12%

Currently unavailable