Polar Capital Global Insurance Fund Inc

Select share classes

Polar Capital Funds PLC - Polar Capital Global Insurance Fund I Inc

Category Sector Equity Financial Services
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£9.377/£9.377

arrow-up£0.039 (+0.41%)

Fund Code

POGLI

B530JS2

IE00B530JS22

Prices updated as at 31 Mar 2026
|
Prices in GBP
Investment objective
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.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Portfolio as of 28/02/2026

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Medium value

18.76%

% Weight
Value
Core
Growth
Large

18

11

0

Medium

19

18

0

Small

14

15

7

Valuation

Polar Capital Funds PLC - Polar Capital Global Insurance Fund I Inc
Sector Equity Financial Services

11.23

11.23
11.05

1.44

1.44
2.38

1.47

1.47
1.41

-

-
15.10

Growth rate

Polar Capital Funds PLC - Polar Capital Global Insurance Fund I Inc
Sector Equity Financial Services

4.52%

4.52%
10.71%

1.48%

1.48%
3.66%

18.46%

18.46%
9.49%

Top 10 holdings

1
Arch Capital Group Ltd
Sector
-
Country
United States
% of assets
9.82333
2
RenaissanceRe Holdings Ltd
Sector
-
Country
United States
% of assets
9.27098
3
Chubb Ltd
Sector
-
Country
Switzerland
% of assets
7.1146
4
Marsh
Sector
-
Country
United States
% of assets
6.02377
5
Beazley PLC
Sector
-
Country
United Kingdom
% of assets
5.52069
6
WR Berkley Corp
Sector
-
Country
United States
% of assets
4.76178
7
Markel Group Inc
Sector
-
Country
United States
% of assets
4.65851
8
Essent Group Ltd
Sector
-
Country
United States
% of assets
4.44015
9
The Travelers Companies Inc
Sector
-
Country
United States
% of assets
4.30223
10
Lancashire Holdings Ltd
Sector
-
Country
United Kingdom
% of assets
4.27388
Assets in top 10 holdings %

60.19%

Total no. of equity holdings

34.00

Total no. of bond holdings

-

Stock sectors

Polar Capital Funds PLC - Polar Capital Global Insurance Fund I Inc
Sector Equity Financial Services

100.00%

Basic materials

-
-

Con cyclical

-
-

Financial svs

100.00%
-

Real estate

-
-

0.00%

Comm services

-
-

Energy

-
-

Industrials

-
-

Technology

-
-

0.00%

Con defensive

-
-

Healthcare

-
-

Utilities

-
-


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2026 Morningstar. All rights reserved.