Polar Capital Funds PLC - Polar Capital Global Insurance Fund F AccRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 31.03.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | -5,3 | 18,7 | 23,4 | 10,8 | 21,8 | |
+/- Kat | -1,6 | -7,3 | 26,9 | -13,0 | 5,8 | |
+/- Idx | - | -6,1 | 22,9 | -9,0 | 5,2 | |
Kategori: Bransjefond, Finans | ||||||
Referanseindekser: Morningstar Gbl Fin Svc TME... |
Statistikk | ||
NAV 22.04.2024 | GBP 12,23 | |
Endring 1 dag | 0,65% | |
Morningstar Kategori™ | Bransjefond, Finans | |
ISIN | IE00B61MW553 | |
Fondets størrelse(m) 22.04.2024 | GBP 2277,23 | |
Andelskl. kapital(m) 22.04.2024 | GBP 224,75 | |
Maks kjøpsavg | 5,00% | |
Løpende kostnader 31.12.2023 | 0,84% |
Morningstar Research |
Analyst Report | 13.06.2023 Daniel Nilsson, Analyst Morningstar, Inc |
The knowledge and experience in place on Polar Capital Global Insurance provide high-quality coverage of the niche sector to investors. The team has clearly demonstrated the ability to build concentrated but suitably diversified portfolios that... | |
Klikk her for å lese analyserapporten |
Morningstars pillarer | |
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Personer | 25 |
Forvaltningsselskap | 24 |
Prosess | 24 |
Resultater | |
Kostnader |
Investeringsprofil: Polar Capital Funds PLC - Polar Capital Global Insurance Fund F Acc |
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. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Nick Martin 31.05.2011 | ||
Startdato 31.05.2011 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
MSCI World/Insurance NR LCL | Morningstar Gbl Fin Svc TME NR USD |
Målgruppe | ||||||||||||||||||||
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Porteføljeprofil Polar Capital Funds PLC - Polar Capital Global Insurance Fund F Acc | 29.02.2024 |
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Topp 5 beholdninger | Sektor | % |
Arch Capital Group Ltd | Finansiell tjenesteyting | 9,47 |
RenaissanceRe Holdings Ltd | Finansiell tjenesteyting | 7,87 |
Chubb Ltd | Finansiell tjenesteyting | 6,85 |
Marsh & McLennan Companies Inc | Finansiell tjenesteyting | 6,82 |
WR Berkley Corp | Finansiell tjenesteyting | 5,76 |
Økning Nedgang Ny siden forrige portefølje | ||
Polar Capital Funds PLC - Polar Capital Global Insurance Fund F Acc |