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Polar Capital Global Fincls Trust PLC
16 Palace Street
Phone: +44 2072272700p:+44 2072272700 LONDON, SW1E 5JD  United Kingdom Ticker: PCFTPCFT

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.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
5/31/202411/30/2023Yes----

Industries
SIC Code Description
6733 Trusts, except educational, religious, and charitable

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Independent Chairman of the Board SimonCordery 3/30/2023 6/1/2019
Joint Fund Manager GeorgeBarrow 12/1/2020 12/1/2020
Co-Fund Manager NickBrind
4 additional Officers and Directors records available in full report.

General Information
Outstanding Shares: 303,319,365 (As of 10/30/2024)
Stock Exchange: LON
Fax Number: +44 2072272799


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Wednesday, November 20, 2024