Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Polar Capital Global Financials TrustLSE:PCFT +0.41%37 5-Year Yield-on-Cost % is 2.54 as of Jul. 14, 2026, which is 28% below its 10-year median of 3.55. GuruFocus rates LSE:PCFT with a GF Score™ of 37/100. The stock has 5 warning signs investors should review. Among 1,114 Asset Management companies, Polar Capital Global Financials Trust ranks worse than 82.5% on this metric.
LSE:PCFT's 5-Year Yield-on-Cost % is ranked worse than 82.5% of 1114
companies
in the Asset Management industry
Industry Median: 6.45
vs LSE:PCFT: 2.54
Polar Capital Global Financials Trust (LSE:PCFT) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Polar Capital Global Financials Trust 5-Year Yield-on-Cost % Related Terms
LSE:PCFT vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Polar Capital Global Financials Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Polar Capital Global Financials Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Polar Capital Global Financials Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Polar Capital Global Financials Trust's 5-Year Yield-on-Cost % falls into.
Polar Capital Global Financials Trust 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Polar Capital Global Financials Trust (LSE:PCFT) has a 5-Year Yield-on-Cost % of 2.54 as of Jul. 14, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Polar Capital Global Financials Trust and its competitors. This is 28% below median its historical median of 3.55. Over the past decade, Polar Capital Global Financials Trust's 5-Year Yield-on-Cost % has ranged from 2.54 to 6.17. According to the industry distribution chart, Polar Capital Global Financials Trust ranks #919 out of 1114 companies in the Asset Management industry, placing it in the top 82.5%.
Is Polar Capital Global Financials Trust's 5-Year Yield-on-Cost % too high?
Polar Capital Global Financials Trust's current 5-Year Yield-on-Cost % of 2.54 is 28% below median its 10-year median of 3.55. Over the past 10 years, this metric has ranged from a low of 2.54 to a high of 6.17. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Polar Capital Global Financials Trust's value of 2.54 is 60.6% below this industry median. Based on the distribution chart, Polar Capital Global Financials Trust ranks #919 out of 1114 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Polar Capital Global Financials Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Global Financials Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Global Financials Trust ranks #919 out of 1114 companies for 5-Year Yield-on-Cost %. This places Polar Capital Global Financials Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Polar Capital Global Financials Trust's value of 2.54 is 60.6% below this benchmark. Historically, Polar Capital Global Financials Trust's own 5-Year Yield-on-Cost % has ranged from 2.54 to 6.17 over the past decade. While the company's 10-year median is 3.55 vs. the industry median of 6.45, Polar Capital Global Financials Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Polar Capital Global Financials Trust's current 5-Year Yield-on-Cost % of 2.54 is 60.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Polar Capital Global Financials Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Polar Capital Global Financials Trust's current 5-Year Yield-on-Cost % is 2.54, which is 28% below median its own 10-year median of 3.55. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Global Financials Trust stock overvalued right now?
Polar Capital Global Financials Trust (LSE:PCFT) has a current 5-Year Yield-on-Cost % of 2.54. The current 5-Year Yield-on-Cost % is 2.54, which is 28% below median its 10-year median of 3.55 and 60.6% below the Asset Management industry median of 6.45. Polar Capital Global Financials Trust's overall GF Score™ is 37/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Polar Capital Global Financials Trust (LSE:PCFT), the current 5-Year Yield-on-Cost % is 2.54 as of Jul. 14, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Polar Capital Global Financials Trust Business Description
Polar Capital Global Financials Trust PLC is an asset management firm based in the United Kingdom. Its core objective is to provide its investors with a growing dividend income with capital appreciation. To achieve this, it invests in listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other subsectors. Its portfolio entails equities, index-linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options, and other instruments, including derivatives. It has a diversified portfolio of investments in different geographical regions such as North America, Europe, Asia, the United Kingdom, Latin America, Japan and East Europe.
37GF Score
Get the complete analysis for LSE:PCFT
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:PCFT has been successfully added to your 
