Polar Capital ISIN IE00B547TM68

Polar Capital Global Insurance Fund

Polar Capital Global Insurance Fund is an active equity fund from Polar Capital, ISIN IE00B547TM68, with an ongoing charge of 1.30%.

  • Active
  • Equity
  • Global
  • Ongoing charge 1.30%
  • Fund size (GBP) £2.5B

The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+3.8% Q3
1 year return
+29.4% Q4
3 year return
+75.3% Q2
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month −4.7%
  • 3 months −2.7%
  • Volatility, 3 years 15.4%
  • Ongoing charge (OCF) 1.30%
  • Fund size (GBP) £2.5B

What the fund holds

Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 6 Oct 2026. Swipe or use the arrows for more panels.

By sector

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 6 Oct 2026.
Financials99.7%
Money Market0.3%

By country

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 6 Oct 2026.
USA52.4%
Bermuda27.7%
UK8.3%
Canada8.0%
Hong Kong2.3%
Finland1.1%

By asset class

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 6 Oct 2026.
US Equities52.4%
North American Equities27.7%
UK Equities8.3%
Canadian Equities8.0%
Hong Kong Equities2.3%
Finnish Equities1.1%

Largest holdings

The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 6 Oct 2026.
Top 8 = 50.0%
  1. 1. RENAISSANCERE HOLDINGS LTD.8.9%
  2. 2. ARCH CAPITAL GROUP LTD.8.8%
  3. 3. MARSH7.6%
  4. 4. CHUBB LIMITED6.6%
  5. 5. ESSENT GROUP LTD.4.8%
  6. 6. BERKLEY(W.R.)CORP4.4%
  7. 7. TRAVELERS COMPANIES, INC. (THE)4.4%
  8. 8. MARKEL GROUP INC4.3%

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years15.4%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)0.62
Scale −1 to 3
Largest fall from a peak (maximum drawdown), 3 years
−10.4%
Alpha, 3 years (FE)
5.02
Beta, 3 years (FE)
0.37

Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.

Sharpe, alpha, beta: FE fundinfo, as at 6 Jul 2026.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
IE00B547TM68
Fund manager
Foster, Martin, Evans
Management company
FundRock Management Company (Ireland) Limited
Depositary
Northern Trust International Fund Administration Services (Ireland) Limited
Benchmark
MSCI Daily TR World Net Insurance Index (EUR)
Ongoing charge
1.30%
Share class launch date
27 May 2011
Domicile
IE
Fund type
open-ended fund
SRRI
5 of 7

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.

Managed by Polar Capital

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Top country exposure