7th Apr 2025 17:03
7th April 2025
Polar Capital Global Financials Trust Plc (the "Company")
Top Fifteen Holdings and Sector and Geographic Exposures as at 31st March 2025.
Polar Capital Global Financials Trust Plc is pleased to announce that as at 31st March 2025 the top fifteen equity holdings and the sector and geographic breakdown were as follows:
Top 15 Longs | % |
JPMorgan | 6.6% |
Mastercard | 4.9% |
Visa | 3.9% |
Bank of America | 3.8% |
Berkshire Hathaway | 3.4% |
UniCredit | 2.9% |
Barclays | 2.3% |
Intercontinental Exchange | 2.3% |
Arthur J Gallagher & Co | 2.2% |
Sumitomo Mitsui Financial | 2.1% |
Goldman Sachs Group | 2.1% |
Progressive Corp | 2.1% |
Beazley | 2.0% |
Axis Capital | 2.0% |
Nasdaq | 2.0% |
Total | 44.5% |
Sector Exposure | Total % |
Financial Services | 44.4% |
Banks | 33.1% |
Insurance | 16.6% |
Fixed Income | 4.9% |
Equity Real Estate Investment Trusts (REITs) | 1.0% |
Cash | 0.0% |
Total | 100.00% |
Geographic Exposure | Total % |
North America | 54.5% |
Europe | 13.9% |
Asia Pac (ex-Japan) | 8.9% |
UK | 8.5% |
Fixed Income | 4.9% |
Japan | 3.9% |
Eastern Europe | 3.3% |
Latin America | 2.1% |
Cash | 0.0% |
Total | 100.00% |
Gearing Ratio as calculated in accordance with the guidelines of the Association of Investment Companies, was 3.4%.
The monthly factsheet will usually be available on the Company's website on the 10th working day after the month end and includes a commentary by the investment manager.
Neither the contents of the Company's website nor the contents of any website accessible from the hyperlinks on the Company's website (or any other website) is incorporated into or forms part of this announcement.
Related Shares:
Polar Cap Gbl