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LONDON - Polar Capital Global Financials Trust Plc disclosed its top fifteen equity holdings along with sector and geographic exposures as of May 30, 2025. The investment company’s leading positions include major financial institutions and payment processing companies, with JPMorgan Chase & Co. (NYSE:JPM) topping the list at 6.5%.
The trust’s portfolio is heavily weighted towards financial services, which make up 45.3% of the sector exposure, followed by banks at 35.4%, and insurance companies at 14.7%. In terms of geographic distribution, North America represents the largest exposure with 51.5%, followed by Europe at 13.9%, and the UK at 11.4%.
The investment trust’s gearing ratio, a measure of its leverage, was reported at 0.7%, in line with the guidelines of the Association of Investment Companies.
The monthly factsheet, which includes a commentary by the investment manager, will be available on the company’s website. This announcement, based on a press release statement, does not incorporate the contents of the company’s website or any linked pages.
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