Specialist Sectors and Assets

  • Polar Capital Global Insurance
  • International Biotechnology Trust
  • Barings ASEAN Frontiers
  • CT Private Equity Trust
  • Fidelity Global Technology

Polar Capital Global Insurance ★

Management group: Polar Capital

Category: Specialist Sectors and Assets

Related benchmark used: Peer group (financials)

One-year total return: 12.98

Five-year total return: 73.88

Assets/Market capitalisation: £2.1bn

Name of manager(s)/management team(s): Nick Martin & Dominic Evans

Start date of longest serving manager(s)/management team(s): September 2001

International Biotechnology Trust

Management group: SV Health Investors

Category: Specialist Sectors and Assets

Related benchmark used: Peer group (healthcare/biotech)

One-year total return: 7.46

Five-year total return: 51.07

Assets/Market capitalisation: £271mn

Name of manager(s)/management team(s): Kate Bingham, Ailsa Craig, Marek Poszepczynski & Houman Ashrafian

Start date of longest serving manager(s)/management team(s): January 2005

Barings ASEAN Frontiers

Management group: Barings

Category: Specialist Sectors and Assets

Related benchmark used: Peer group (frontier markets)

One-year total return: -1.69

Five-year total return: 26.2

Assets/Market capitalisation: £464mn

Name of manager(s)/management team(s): SooHai Lim & Tiebin Liu

Start date of longest serving manager(s)/management team(s): August 2008

CT Private Equity Trust

Management group: Columbia Threadneedle

Category: Specialist Sectors and Assets

Related benchmark used: Peer group (private equity)

One-year total return: 10.63

Five-year total return: 67.41

Assets/Market capitalisation: £354mn

Name of manager(s)/management team(s): Hamish Mair

Start date of longest serving manager(s)/management team(s): February 2000

Fidelity Global Technology

Management group: Fidelity

Category: Specialist Sectors and Assets

Related benchmark used: Peer group (technology)

One-year total return: 7.14

Five-year total return: 149.5

Assets/Market capitalisation: £12.4bn

Name of manager(s)/management team(s): Hyunho Sohn

Start date of longest serving manager(s)/management team(s): March 2013