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Polar Capital Global Insurance I GBP Inc

  • 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 B530JS2
ISIN IE00B530JS22
Fund code POGLI
Managers Nick Martin
Manager Tenure 8 years
Morningstar Category Sector Equity Financial Services
IMA Sector Specialist
Fund Size £1,393 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 £5.9326
Buy Price £5.9326
Price Change -0.1565%
Price Date 18th July 2019
Yield 1.57%
Dividend Frequency Quarterly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 1st June 2011
Fund Status OPEN

3-year Mean Monthly Return: 1.258%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011
Fund Performance +25.09% +1.75% +21.68% +25.03% +17.66% +3.99% +30.57% +6.27%
Benchmark Performance
(Sector Equity Financial Services)
+10.30% +11.08% +12.39% +11.06% +13.54%
Time Period Cumulative Benchmark Performance
(Sector Equity Financial Services)
Fund Compared to Benchmark
1 day -0.16% -0.60% +0.44%
1 week -0.26% +1.38% -1.63%
1 month 3.13% +2.93% +0.20%
3 months 12.46% +6.72% +5.74%
6 months 21.59% +10.39% +11.20%
1 year 22.78% +0.35% +22.43%
3 years 59.20% +53.26% +5.93%
5 years 136.32% +57.16% +79.16%
10 years Currently unavailable +126.30% Currently unavailable
YTD 24.79% +14.74% +10.05%
Since inception 241.09% 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%
Dividend Date Per share amount Reinvestment Price
1st April 2019 0.0215 £5.1697
2nd January 2019 0.0161 £4.7937
1st October 2018 0.0169 £5.1469
2nd July 2018 0.0332 £4.6882
3rd April 2018 0.0210 £4.6401
2nd January 2018 0.0177 £4.7407