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About the company
Polar Capital Global Financials Trust plc is a United Kingdom-based investment trust company. The Company's investment objective is to generate a growing dividend income for investors, together with capital appreciation, by investing primarily in a global portfolio consisting of listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other sub-sectors. Its portfolio is diversified by geography, industry sub-sector, and stock market capitalization. The Company invests through equities, index-linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options and other instruments, including derivatives. Its sectors include technology, healthcare, communication services, consumer discretionary, utilities, real estate, industrials, and energy. The Company's investment manager is Polar Capital LLP.
- Revenue in GBP (TTM)-6.31m
- Net income in GBP-15.53m
- Incorporated2013
- Employees0.00
- LocationPolar Capital Global Financials Trust16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 20 7227 2700Fax+44 20 7227 2799
- Websitehttps://www.polarcapitalglobalfinancialstrust.com/
Profile
| Management group(s) | Polar Capital LLP |
|---|---|
| AIC sector | Financials & Financial Innovation |
| ISIN | GB00B9XQT119 |
| Launch date | 01 Jul 2013 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To generate for investors a growing dividend income together with capital appreciation by investing primarily in a global portfolio consisting of listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other sub-sectors.
Managed by
| Nick Brind, Tom Dorner, George Barrow |
|---|
Management & contract fees
The Investment Manager is entitled to a fee at the rate of 0.70% p.a. of the Company's NAV. The Investment Manager is also entitled to a performance fee equal to 10% of the excess of the performance fee hurdle.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Third Point Investors Ltd | 30.87m | 9.12m |
| Utilico Emerging Markets Trust PLC | 62.23m | 51.45m |
| Jpmorgan Uk Small Cap Growth & IncomePLC | 13.58m | 9.66m |
| Pacific Assets Trust plc | 37.14m | 25.81m |
| Polar Capital Global Healthcare Trst PLC | 23.35m | 16.90m |
| NextEnergy Solar Fund Ltd | -22.75m | -40.40m |
| IP Group Plc | -4.90m | -171.30m |
| Cordiant Digital Infrastructure Ltd | 79.68m | 69.56m |
| Polar Capital Global Fincls Trust PLC | -6.31m | -15.53m |
| Foresight Solar Fund Ltd | -964.00k | -9.28m |
| North Atlntc Smlr Cmpns Invtmnt Trst PLC | 18.16m | -5.52m |
| Fidelity Emerging Markets Ltd | 79.31m | 58.70m |
| Molten Ventures PLC | -126.40m | -160.30m |
| Edinburgh Worldwide Investment Trust plc | -171.05m | -182.57m |
| Blackrock Throgmorton Trust PLC | -10.31m | -15.75m |
| Brunner Investment Trust Plc | 46.38m | 40.63m |
