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Polar Capital Global Insurance A GBP Inc

Ranked 6 out of 7 in - Banks & Financials over 12 months
All calculations are in GBP unless stated

Managed by

Alec Foster

Alec Foster's firm grasp of the international insurance market is rooted in over 36 years of experience in the sector. Born in London in 1945, Foster's in-depth knowledge of insurance companies means he adopts a bottom-up investment style for his Polar Capital Global Insurance Portfolio. The fund targets companies investing in the international insurance sector and aims to outperform the MSCI World Insurance Index.

Nick Martin

Nick Martin graduated from the London School of Economics with a BSc in econometrics and mathematical economics. He started his career at Mazars Neville Russell where he qualified as a chartered accountant and specialised in the audit and consultancy work for insurance companies and brokers. Nick later joined HIM Capital (now Polar Capital) where he co-manages the Polar Capital Global Insurance Portfolio alongside Alec Foster.

Objective

The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing primarily in the shares of companies operating within the international insurance sector. The Fund will seek to outperform the MSCI World Insurance Index.

Showing fund performance in Jersey View performance globally

Performance

Banks & Financials over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% -1.1% 0.5%
2016 34.6% 3.9% 9.5% 6.3% 11.3%
2015 13.6% 8.2% -4.9% 4.4% 5.7%
2014 11.9% -2.6% 0.8% 3.4% 10.3%
2013 31.6% 21.0% 3.0% -1.4% 7.1%
2012 12.9% 5.0% 2.3% 1.8% 3.3%
2011 -8.8% 11.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Chubb Ltd ORD 7.62
Marsh & McLennan Companies Inc ORD 7.20
Arch Capital Group Ltd ORD 6.97
Markel Corp ORD 4.87
Validus Holdings Ltd ORD 4.19
Alleghany Corp ORD 4.15
Berkshire Hathaway Inc ORD 4.13
Essent Group Ltd ORD 3.78
Aon PLC ORD 3.31
GBP Cash 3.26
31/05/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date31/05/2011
  • Share Class size921Mn
  • Base currencyGBP
  • ISIN IE00B5NH4W20

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).