In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds that invest at least 80% of their assets in equities of financial services companies and related sectors including industries such as banking, insurance, capital markets, fintech and consumer finance in any country.
Some funds in the sector may have a specific focus such as an industry focus (e.g. insurance, money management), country focus (e.g. US) or thematic focus (e.g. fintech). These funds may exhibit different characteristics to diversified financial funds, and investors should take extra care when making comparisons.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Global Equity - Insurance | ||||
| Polar Capital Global Insurance | 5 | A specialist equity fund that invests in the insurance sector, with a focus on non-life insurers and reinsurance companies. The managers aim to invest in best-in-class companies, which often leads them to smaller and mid-sized businesses with focused underwriting strategies. The fund represents an effective way to gain exposure to the non-life insurance industry. Within its sector, the fund features in our ‘Global Equity – Insurance’ category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
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