Polar Capital Global Financials has a fixed life that expires in May 2020. It seeks to generate a growing dividend income together with capital appreciation for investors. Polar Capital Global Financials will seek to achieve its objective by investing primarily in a global portfolio consisting of listed or quoted securities issued by companies in the financials sector operating in the banking, insurance, property and other sub-sectors.
We have written a note that explains, in some detail, how the trust works and how the managers go about achieving the objective –
- “Don’t fear a slowing economy”, published in April 2019, looks at how banks have lagged in markets making it crucial for PCFT to be designed to offer an attractive and growing yield
You can access the company’s website here