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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 for investors a growing dividend income together with capital appreciation. The Company seeks to achieve its objective by investing in a global portfolio primarily consisting of listed or quoted securities issued by companies in the financial sector operating in banking, insurance, property, and other subsectors. The Company may invest 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. The portfolio is diversified by geography, industry subsectors and stock market capitalization. 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) |
|---|---|---|
| Polar Capital Global Healthcare Trst PLC | 85.55m | 78.00m |
| Pacific Assets Trust plc | 5.20m | -6.06m |
| Pollen Street Group Ltd | 103.16m | 40.41m |
| Mortgage Advice Bureau (Holdings) PLC | 239.53m | 13.47m |
| Chrysalis Investments Ltd | 109.41m | 103.82m |
| NextEnergy Solar Fund Ltd | 8.82m | -8.36m |
| Foresight Solar Fund Ltd | -964.00k | -9.28m |
| Polar Capital Global Fincls Trust PLC | -6.31m | -15.53m |
| Impax Asset Management Group Plc | 176.56m | 40.67m |
| Fidelity Emerging Markets Ltd | 77.97m | 57.70m |
| North Atlntc Smlr Cmpns Invtmnt Trst PLC | 10.76m | 2.15m |
| Blackrock Throgmorton Trust PLC | -10.31m | -15.75m |
| Edinburgh Worldwide Investment Trust plc | -75.55m | -87.03m |
| European Opportunities Trust PLC | 77.54m | 64.12m |
| Pacific Horizon Investment Trust PLC | -38.36m | -51.96m |
| Brunner Investment Trust Plc | 46.38m | 40.63m |
