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Polar Capital Global Financials Trust

The Company’s investment objective is to generate for investors a growing dividend income together with capital appreciation

Investment Policy

The Company will seek to achieve its objective by investing primarily in a global portfolio consisting of listed or quoted securities issued by companies in the financials sector operating in the banking, insurance, property and other sub-sectors.

The portfolio is expected to be diversified by factors such as geography, industry sub-sector and stock market capitalisation. The Company may have a small exposure to unlisted and unquoted companies, but in aggregate this is not expected to exceed 10 per cent of total assets at the time of investment.

The Company will not invest more than 10 per cent of total assets, at the time of investment, in other listed closed-ended investment companies and no single investment will normally account for more than 10 per cent of the portfolio at the time of investment.

The Company will employ cautious levels of borrowing from time to time with the aim of enhancing returns, subject to an overall maximum of 15 per cent of net assets at the time the relevant borrowing is taken out. Actual levels of borrowing may change from time to time based on the Manager’s assessment of risk and reward.

The Company may invest through equities, index-linked, equity linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options and other interests including derivative instruments. Forward transactions, derivatives (including put and call options on individual positions or indices) and participation notes may be used to gain exposure to the securities of companies falling within the Company’s investment policy or to seek.

  • The only UK-listed investment trust focused solely on financials
  • A dual focus on dividend and capital growth
  • Inflation-beating dividend growth of 5.1% pa*
  • 2.5% yield*
  • Actively managed and not benchmark-driven
  • Broad global, multi-cap remit, with typically 90% invested ex UK
  • Managed by a team of 5 sector specialists with almost 100 years’ investment experience
Fund Name Polar Capital Global Financials Trust
Fund Manager(s) Nick Brind
Launch Date 1st July 2013
Offer Closes Closed
Product Type Investment Trust
Available as an ISA Yes
Distribution Frequency Semi-Annually
XD Dates February, August
Pricing Frequency Daily
Historic Yield 3.68%
Share Class Ordinary shares
Fund Charges
Initial charge: Fixed £3.00 plus 0.50% stamp duty
Fund Manager Ongoing Charge: 0.70%
Total Service Fee p.a. 0.43%


Polar Capital Global Financials Trust - Factsheet


Polar Capital Global Financials Trust - Key Features


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