Company Polar Capital Global Financials Trust plc

Equities

PCFT

GB00B9XQT119

Investment Trusts

Market Closed - London S.E. 11:35:09 2024-07-12 am EDT 5-day change 1st Jan Change
169.6 GBX -0.24% Intraday chart for Polar Capital Global Financials Trust plc +0.71% +13.52%

Business Summary

Polar Capital Global Financials Trust plc is a United Kingdom-based investment trust company. The Company’s investment objective is to generate for investors a growing dividend income together with capital appreciation. The Company seeks to achieve its objective by investing in a global portfolio primarily consisting of listed or quoted securities issued by companies in the financial sector operating in banking, insurance, property, and other subsectors. The Company may invest through equities, index-linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options and other instruments including derivatives. The portfolio is diversified by geography, industry subsectors and stock market capitalization. Its sectors include technology, healthcare, communication services, consumer discretionary, utilities, real estate, industrials, and energy. The Company's investment manager is Polar Capital LLP.

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
18 100.0 % 20 100.0 % +13.85%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
18 100.0 % 20 100.0 % +13.85%

Members of the board

Members of the board TitleAgeSince
Director/Board Member 61 21-10-31
Chairman - 19-06-30
Director/Board Member - 22-11-30
Director/Board Member - 22-11-30

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 308,611,687 301,235,361 ( 97.61 %) 4,313,982 ( 1.398 %) 97.61 %

Shareholders

NameEquities%Valuation
Rathbones Investment Management Ltd.
16.98 %
51,679,605 16.98 % 109 M p
Investec Wealth & Investment Ltd.
13.54 %
41,200,133 13.54 % 87 M p
1607 Capital Partners LLC
11.00 %
33,477,685 11.00 % 71 M p
City of London Investment Management Co. Ltd.
10.15 %
30,885,298 10.15 % 65 M p
Brewin Dolphin Ltd.
7.157 %
21,781,666 7.157 % 46 M p
Quilter Cheviot Ltd.
5.300 %
16,128,869 5.300 % 34 M p
J. M. Finn & Co. Ltd.
5.224 %
15,899,293 5.224 % 34 M p
Canaccord Genuity Wealth Ltd.
3.316 %
10,091,107 3.316 % 21 M p
CG Asset Management Ltd.
2.779 %
8,456,968 2.779 % 18 M p
Wise Funds Ltd.
1.055 %
3,210,122 1.055 % 7 M p

Company contact information

Polar Capital Global Financials Trust Plc

16 Palace Street

SW1E 5JD, London

+011 44 20 72272700

http://www.polarcapitalglobalfinancialstrust.com
address Polar Capital Global Financials Trust plc(PCFT)
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