Polar Capital Funds PLC - Polar Capital Global Insurance Fund E GBP Inc
Ticker
IE00B4XZ9Q84.IR
ISIN
IE00B4XZ9Q84
Price
GBp 9.71
Change Today
-0.04 / -0.441 %
Price 1 year ago
9.37 / 3.677 %
Morningstar
5
52 Week Low
9.25
52 Week High
9.90
200 Day Moving Average 9.63
9.63
50-day Moving Average
9.63
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 5.218% |
| Average Annual Volatility | 5.641% |
| Sharpe Ratio | 0.93 |
| Sortino Ratio | 0.20 |
| Maximum Drawdown | -3.0% |
| Maximum Drawdown Date | 2026-02-09 |
| Calmar Ratio | -15.90 |
Company information
Summary
To achieve capital growth through investment in companies operating in the international insurance sector.
Market
IE
Category
Sector Equity Financial Services
Expense Ratio
0.96%
Fund family
-
Morningstar
5
Yield
0.0168
Exchange
ISE
| Sector | Weight |
|---|---|
| Financial services | 100.00% |
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| ACGL | Arch Capital Group Ltd | 8.99% |
| MMC | Marsh & McLennan Companies Inc | 8.16% |
| CB | Chubb Ltd | 7.37% |
| Y | Alleghany Corp | 5.07% |
| WRB | WR Berkley Corp | 4.86% |
| ESNT | Essent Group Ltd | 4.59% |
| RNR | RenaissanceRe Holdings Ltd | 4.5% |
| PGR | Progressive Corp | 4.21% |
| BRK.B | Berkshire Hathaway Inc B | 4.19% |
| FFH.TO | Fairfax Financial Holdings Ltd | 4.17% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| EKLD.PA | BNP Paribas Easy MSCI USA SRI S-Series 5% Capped UCITS ETF Capitalisation | LU1291103338 | PAR | 0.18% | 5 | ||
| IE00B3XLHR60.IR | Polar Capital Biotechnology R USD Inc | IE00B3XLHR60 | YHD | 5 | +15.62 | +1.17 | |
| IE00B42Z4531.IR | Polar Capital Funds PLC - Biotechnology Fund I Inc | IE00B42Z4531 | ISE | 2.20% | 5 | +16.08 | +1.17 |
| IE00B4XZ9Q84.IR | Polar Capital Funds PLC - Polar Capital Global Insurance Fund E GBP Inc | IE00B4XZ9Q84 | ISE | 0.96% | 5 | ||
| IE00BF23BV98.IR | Polar Capital Biotechnology S USD Inc | IE00BF23BV98 | YHD | 5 | +16.35 | +1.17 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.