Polar Capital Global Ins I Acc
Financials and Financial InnovationPricing frequency
Daily
Dealing cut off time
13:00
Type
OEIC
Yield
-
NAV
£11.96
Ongoing charge
0.83%
Latest actual NAV date
15-05-2024
ISIN
IE00B5339C57
UCITS
Yes
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
This is included in our:
Before investing please read:
Growth of 10k
Asset allocation
Top 10 holdings
Holdings 31/03/2024 | % of assets |
---|---|
Arch Capital Group Ltd | 9.52 |
RenaissanceRe Holdings Ltd | 7.84 |
Chubb Ltd | 6.72 |
Marsh & McLennan Companies Inc | 6.62 |
WR Berkley Corp | 5.80 |
Essent Group Ltd | 4.82 |
Fairfax Financial Holdings Ltd Shs Subord.Vtg | 4.75 |
Everest Group Ltd | 4.42 |
Progressive Corp | 4.22 |
Markel Group Inc | 4.20 |
Investment objective
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.
Morningstar ratingTM
Morningstar sustainability ratingTM
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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