Top Fifteen Equity Holdings and Exposures

Summary by AI BETAClose X

As of August 29, 2025, Polar Capital Global Financials Trust Plc reported its top fifteen equity holdings, which constitute 43.0% of total holdings, with JPMorgan leading at 7.0%, followed by Mastercard at 4.6% and Bank of America at 3.9%. Sector exposure reveals Banks at 41.6%, Financial Services at 37.2%, and Insurance at 16.9%. Geographically, North America accounts for 49.3%, Europe for 15.3%, and Asia Pac (ex-Japan) for 11.0% of the exposure. The company's gearing ratio, calculated according to the Association of Investment Companies guidelines, stands at 0.0%.

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