# Polar Capital Global Financials Trust Plc GBP (PCFT)

**Source:** https://fundology.uk/fund/pcft · ISIN GB00B9XQT119 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, PCFT (Polar Capital Global Financials Trust Plc GBP, ISIN GB00B9XQT119) closed at £2.46 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +46.9% (income paid out is not included), or +16.1% after UK CPIH inflation.

## Summary

Polar Capital Global Financials Trust Plc GBP is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£2.46** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | PCFT |
| ISIN | GB00B9XQT119 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +16.86% | +13.69% | price only |
| 3 years | +79.56% | +63.03% | price only |
| 5 years | +46.87% | +16.14% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Polar Capital Global Financials Trust Plc GBP in pounds (price only, income paid out not included): 2022 −11.7%, 2023 −2.2%, 2024 +27.3%, 2025 +22.2%; 2026 to 30/09/2026 +5.8%. Returns of Polar Capital Global Financials Trust Plc GBP in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +16.6%; to 30/09/2025: +19.2%; to 30/09/2024: +26.2%; to 30/09/2023: +0.6%; to 30/09/2022: −12.9%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -11.7% | -19.2% | Price |
| 2023 | -2.2% | -6.1% | Price |
| 2024 | +27.3% | +23.0% | Price |
| 2025 | +22.2% | +18.0% | Price |
| 2026 to 30/09/2026 | +5.8% | +2.9% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 14.88% | -12.82% |
| 3 years | 13.76% | -12.82% |
| 5 years | 17.10% | -28.22% |

## Largest fall

Volatility of Polar Capital Global Financials Trust Plc GBP in pounds, annualised from weekly returns to 30/09/2026: 14.9% over 1 year, 13.8% over 3 years, 17.1% over 5 years. Largest fall in the price of Polar Capital Global Financials Trust Plc GBP since October 2021, in pounds: −28.2% from 11/02/2022 to 27/10/2023. The lowest 12-month return of Polar Capital Global Financials Trust Plc GBP in pounds (price only, income paid out not included) since January 2021 was −22.1% (12 months to 14/10/2022); the highest was +40.7% (12 months to 29/11/2024). On 30/09/2026 the price of Polar Capital Global Financials Trust Plc GBP was 3.9% below its highest weekly close since October 2021 (04/09/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.