Founded in 2013, Polar Capital Global Financials Trust plc is a UK-based investment trust company, with its headquarters in London, United Kingdom. The company is listed and traded on the London Stock Exchange. The investment objective of the company is to build a high-quality and diversified portfolio and enhance the dividend growth and long-term capital appreciation to maximise the risk-adjusted return for its shareholders.
It aims to achieve this objective by investing mainly in listed or quoted securities in a global portfolio, which are issued by banking and financial institutions, insurance companies, asset managers and stock exchanges, technology-based providers etc. It is the only investment trust in the UK that invests solely in financial companies. The trust was launched in 2013 with a fixed-term life, but later in 2020 it made a transition to 5-yearly tender offers that don’t have a fixed end date. The investment manager of Polar Capital Global Financials Trust plc is Polar Capital LLP, which was founded in 2001, and is registered under the US Securities & Exchange Commission (SEC) and is regulated by the UK Financial Conduct Authority (FCA). It offers active portfolio management services to the company, and a wide range of investment options to the investors, across asset classes, industries, and geographies. The investments are made through cash, equities, debt securities, Forex transactions, money market instruments, and derivatives.
The company employs a highly skilled and qualified team of investment professional, who use their expertise and niche sector knowledge to offer the best possible global investment opportunities in the finance industry. Its area of operation includes developed regions like North America, the UK, and other countries in Europe as well as the emerging regions like Asia-Pacific, Latin America etc. It complements the investors’ holdings of UK stocks as it has low investments in the UK companies, and helps in truly diversifying the portfolio of investors.
Polar Capital Global Financials Trust plc follows a well-defined framework of corporate governance and aligns itself with the AIC Code of corporate governance, which addresses all the principles of the UK Corporate Governance Code 2018. The company promotes the culture of integrity and accountability and upholds its commitment towards financial transparency. It has separate committees for remuneration, audit and risk, management engagement etc. and follows strict policies regarding data privacy, frauds, and complaints.
Apart from fulfilling its corporate responsibilities, the company also tries to fulfil its social as well as environmental responsibilities. It has a comprehensive Environmental, Social, and Governance (ESG) framework in place, and focuses on responsible investments and sustainable business solutions and practices, to create meaningful value for all.
Polar Capital Global Financials Trust 16 Palace Street LONDON SW1E 5JD United Kingdom GBR
+44 207 227 2700