Publication date: 11 June 2025
Published by: Polar Capital
Author: George Barrow, Fund Manager, Global Financials Team
In this interview, George gives some background on the trust and upcoming tender offer. He discusses the overlooked Financials sector, highlights the diversification on offer and the different economic and pricing cycles in its underlying subsectors.
George also explains the broad investment themes that the team see as driving performance, talks tariffs, and covers recent changes within the portfolio.
Article originally published by Polar Capital. FE fundinfo is not responsible for its content or accuracy and may not share the author’s views. News and research are not personal recommendations to deal. All investments can fall in value so you could get back less than you invest.
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
