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Polar Capital Funds Plc - Polar Capital Global Insurance Fund R Inc (0P0000SY4G)

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8.883 +0.050    +0.60%
23/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Polar Capital LLP
ISIN:  IE00B51X0H96 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.65B
Polar Capital Global Insurance Fund R Dist 8.883 +0.050 +0.60%

Polar Capital Funds Plc - Polar Capital Global Insurance Fund R Inc Overview

 
Find basic information about the Polar Capital Funds Plc - Polar Capital Global Insurance Fund R Inc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000SY4G MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IE00B51X0H96)
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Rating
1-Year Change24.64%
Prev. Close8.829
Risk Rating
TTM Yield1.49%
ROE22.16%
IssuerPolar Capital LLP
TurnoverN/A
ROA5.50%
Inception DateJun 01, 2011
Total Assets2.65B
Expenses0.85%
Min. InvestmentN/A
Market Cap16.25B
CategorySector Equity Financial Services
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1328 1081 1285 1732 1798 3664
Fund Return 32.77% 8.05% 28.48% 20.08% 12.45% 13.87%
Place in category 41 134 152 13 42 9
% in Category 21 60 63 4 24 5

Top Equity Funds by Polar Capital LLP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Technology Fund I G 6.95B 29.68 6.31 17.99
  Global Technology Fund RG 6.95B 29.09 5.78 17.48
  Global Technology Fund G 6.65B 22.54 4.26 17.13
  Global Insurance Fund A GBP Inc 2.65B 32.77 20.08 13.90
  Global Insurance Fund B GBP Acc 2.65B 32.77 20.08 13.90

Top Funds for Sector Equity Financial Services Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Insurance Fund B GBP Acc 2.65B 32.77 20.08 13.90
  Global Insurance Fund E GBP Inc 2.65B 33.38 20.68 14.47
  Global Insurance Fund F GBP Acc 2.65B 33.38 20.68 14.47
  Global Insurance Fund I AcG 2.65B 33.38 20.63 14.40
  Global Insurance Fund I DisG 2.65B 33.38 20.65 14.39

Top Holdings

Name ISIN Weight % Last Change %
  Renaissancere BMG7496G1033 9.12 250.95 +0.40%
  Arch Capital BMG0450A1053 8.91 92.93 +0.28%
  Chubb CH0044328745 6.62 278.27 +0.63%
  Marsh McLennan US5717481023 6.08 214.20 +0.07%
  WR Berkley US0844231029 5.33 59.22 +0.87%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Sell Buy Strong Buy
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