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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 £1,268 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 £7.3548
Buy Price £7.3548
Price Change +0.882%
Price Date 14th June 2019
Yield 1.62%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 31st May 2011
Fund Status OPEN

3-year Mean Monthly Return: 1.364%

Annual Returns 2018 2017 2016 2015 2014 2013 2012
Fund Performance +12.57% +0.60% +33.66% +9.24% +25.04% +6.43% +30.88%
Benchmark Performance
(Sector Equity Financial Services)
-2.23% +9.93% +24.20% -5.02% +20.69%
Time Period Cumulative Benchmark Performance
(Sector Equity Financial Services)
Fund Compared to Benchmark
1 day 0.40% -0.60% +1.00%
1 week 0.31% +1.38% -1.07%
1 month 6.77% +2.93% +3.83%
3 months 12.72% +6.72% +6.00%
6 months 16.98% +10.39% +6.58%
1 year 21.41% +0.35% +21.05%
3 years 66.03% +53.26% +12.76%
5 years 125.80% +57.16% +68.64%
10 years Currently unavailable +126.30% Currently unavailable
YTD 19.31% +14.74% +4.56%
Since inception 233.20% 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