fund
POLAR CAPITAL GLOBAL INSURANCE R GBP
A focused fund specialising in international insurance stocks.
PRICE (INC)
741.6p
PRICE (ACC)
1004.73p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
1.25%
ONGOING CHARGE
1.33%
YIELD
1.2%
1 YEAR
7.07%Prices as at 05 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The investment objective of the Fund is to provide an attractive total return irrespective of broader economic and financial market conditions. The Fund will seek to achieve its investment objective by investing primarily in securities of insurance related companies worldwide. These companies include insurance and reinsurance companies, life assurance companies, insurance brokerage companies and other insurance related businesses including, but not limited to, insurance claims administration companies, insurance support service companies and companies that own insurance related assets.
Fund summary
| Sector | Financials and Financial Innovation |
|---|---|
| Structure | OFFSHORE FUND |
| Launched | May 2011 |
| Size | £2,039m |
| Yield | 1.2% |
| Dividends paid | January, April, July, October |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.25% |
| Ongoing Charges Figure | 1.33% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning