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Polar Capital Global Insurance I GBP Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital
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 £1,261 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 £5.6344
Buy Price £5.6344
Price Change +1.2817%
Price Date 22nd May 2019
Yield 1.62%
Dividend Frequency Quarterly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 1st June 2011
Fund Status OPEN

3-year Mean Monthly Return: 1.387%

Annual Returns 2018 2017 2016 2015 2014 2013 2012
Fund Performance +12.56% +0.60% +33.66% +8.89% +24.73% +6.23% +29.22%
Benchmark Performance
(Sector Equity Financial Services)
-2.24% +9.93% +24.37% -5.08% +20.62%
Time Period Cumulative Benchmark Performance
(Sector Equity Financial Services)
Fund Compared to Benchmark
1 day 1.28% +0.54% +0.74%
1 week 3.14% +1.93% +1.21%
1 month 6.16% -1.24% +7.40%
3 months 9.10% +5.26% +3.84%
6 months 13.15% +6.54% +6.61%
1 year 18.91% -2.94% +21.86%
3 years 64.29% +50.71% +13.58%
5 years 125.31% +49.48% +75.83%
10 years Currently unavailable +108.44% Currently unavailable
YTD 17.80% +12.75% +5.05%
Since inception 221.98% 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