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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 | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Global Equity - Insurance | ||||
| Polar Capital Global Insurance | 6 | 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. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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