Polar Capital Funds PLC - Polar Capital Global Insurance Fund B AccRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30/04/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -11,3 | 23,3 | 17,1 | 3,3 | 12,8 | |
+/-Cat | -2,0 | -8,3 | 25,1 | -12,7 | 3,0 | |
+/-Idx | - | -7,0 | 21,2 | -8,9 | 3,2 | |
Categorie: Aandelen Sector Financiële Dienstverlening | ||||||
Benchmark: Morningstar Gbl Fin Svc TME... |
Kerngegevens | ||
Koers 16/05/2024 | GBP 11,59 | |
Rendement 1 Dag | 1,28% | |
Morningstar Categorie™ | Aandelen Sector Financiële Dienstverlening | |
ISIN | IE00B63V4760 | |
Grootte Fonds (Mil) 16/05/2024 | GBP 2331,29 | |
Grootte Fondsklasse (Mil) 16/05/2024 | GBP 10,29 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 31/12/2023 | 1,34% | |
Gesloten voor nieuwe beleggers | nee |
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... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 25 |
Fondshuis | 24 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Polar Capital Funds PLC - Polar Capital Global Insurance Fund B 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. |
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Management | ||
Naam manager Aanvangsdatum | ||
Nick Martin 31/05/2011 | ||
Oprichtingsdatum 31/05/2011 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI World/Insurance NR LCL | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Polar Capital Funds PLC - Polar Capital Global Insurance Fund B Acc | 31/03/2024 |
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Top 5 posities | Sector | % |
Arch Capital Group Ltd | Financiële Dienstverlening | 9,52 |
RenaissanceRe Holdings Ltd | Financiële Dienstverlening | 7,84 |
Chubb Ltd | Financiële Dienstverlening | 6,72 |
Marsh & McLennan Companies Inc | Financiële Dienstverlening | 6,62 |
WR Berkley Corp | Financiële Dienstverlening | 5,80 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
Polar Capital Funds PLC - Polar Capital Global Insurance Fund B Acc |