Report
James Carthew

Don’t fear a slowing economy

It is 10 years since the worst of the financial crisis, and almost six years since Polar Capital Global Financials Trust (PCFT) was launched to take advantage of low valuations in the financial sector and to offer investors a lower risk way of accessing the sector. Yet financial stocks (banks in particular) have lagged broader markets since then. This is despite banks rebuilding their balance sheets, a recovery in their profit margins, bad debts at multi-year lows and, crucially for PCFT, which is designed to offer an attractive and growing yield, restrictions on dividend pay-outs being eased.

Underlying
Polar Capital Global Financials Trust

Polar Capital Global Financials Trust is an investment trust company. Co. invests primarily in a portfolio consisting of listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other sub-sectors. Co. has contracted Polar Capital LLP to act as the Alternative Investment Fund Manager.

Provider
QuotedData Retail
QuotedData Retail

​QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments. 

Analysts
James Carthew

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