Polar Capital Healthcare Opportunities

Polar Capital Healthcare Opportunities I GBP

  • FE Crown Rating: 1
  • FE Manager Rating:
  • Trustnet Direct 100:
    1year Growth
Polar Capital Healthcare Opportunities I GBP 9.8%
Specialist
11.2%
  (Benchmark)  
0 150+
148
83

FE RISK SCORE

 
1year
3year
1st Quartile
 
 
2nd Quartile
 
 
3rd Quartile
 
 
4th Quartile
 
 

FUND RANKING

Currency: GBP
Mid: 30.73
Change: 0.31
Yield: n/a

PRICE

Initial Charges: 0.00%
Annual Mgt. Charge: 1.00%
Ongoing Charges Figure: 1.16%
ISA: SIPP:

CHARGES

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2a
PAST PERFORMANCE: FUND VS SECTOR
1b
FUND MANAGER CLOSE
    Daniel Mahony 30-Nov-2007 to Present
    Manager Picture

    Daniel Mahony

    +15.7%

    Fund annualised total return over 10.0 years

    Gareth Powell 30-Nov-2007 to Present
    Manager Picture

    Gareth Powell

    +15.7%

    Fund annualised total return over 10.0 years

    Daniel joined Polar Capital to set up the healthcare team in 2007. Prior to joining Polar Capital, he was head of the European healthcare research team at Morgan Stanle...

    Gareth joined Polar Capital in 2007 to set up the healthcare team. Prior to Polar Capital, Gareth worked at Framlington, where he began his career in investment managem...

    FULL DETAILS
  • +15.7%

    Fund annualised total return over 10.0 years

    Daniel Mahony - Primary Manager Managed this fund 30-Nov-2007 to Present

    +15.7%

    Fund annualised total return over 10.0 years

    Gareth Powell - Primary Manager Managed this fund 30-Nov-2007 to Present
SUMMARY DETAILS
 
4d
FUND OBJECTIVES & COMPANY INFO
The Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.
Investment Objectives
The Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.

Contact Details
16 Palace Street, London, SW1E 5JD
020 7227 2799 (Fax Number)
020 7227 2721 (Main Number)


Investor-Relations@polarcapital.co.uk
MORE & FULL COMPANY INFORMATION
5e
PORTFOLIO BREAKDOWN & HISTORY
  Name Total% Rank (Prev)
 
JOHNSON & JOHNSON
9.25 1 1
 
ABBOTT LABORATORIES
4.75 2 2
 
CELGENE CORP
4.40 3 3
  Name Total% Rank (Prev)
 
Biotechnology/Medica...
34.50 1 1
 
Pharmaceuticals
23.06 2 2
 
Health Care
22.17 3 3
 NameTotal%Rank(Prev)
 
US Equities
75.60 1 1
 
German Equities
7.10 2 5
 
UK Equities
6.50 3 2
 NameTotal%Rank(Prev)
 
USA
75.69 1 1
 
Germany
7.09 2 5
 
UK
6.47 3 2
Top 10 Holdings
 NameTotal%Rank(Prev)
 
JOHNSON & JOHNSON
9.25 1 1
 
ABBOTT LABORATORIES
4.75 2 2
 
CELGENE CORP
4.40 3 3
 
BAYER AG
4.07 4 -
 
AMGEN INC
4.00 5 -
 
UNITEDHEALTH GROUP I...
3.62 6 5
 
ALEXION PHARMACEUTIC...
3.44 7 10
 
GENMAB AS
3.09 8 8
 
FRESENIUS MEDICAL CA...
3.02 9 -
 
JAZZ PHARMACEUTICALS...
2.99 10 -
TOTAL42.63  
Top 10 Sectors
 SectorTotal%Rank(Prev)
 
Biotechnology/Medica...
34.50 1 1
 
Pharmaceuticals
23.06 2 2
 
Health Care
22.17 3 3
 
Healthcare & Medical...
17.49 4 4
 
Money Market
2.79 5 5
    
    
    
    
    
TOTAL100.01  
Top 10 Assets
 AssetTotal%Rank(Prev)
 
US Equities
75.601 1
 
German Equities
7.102 5
 
UK Equities
6.503 2
 
Danish Equities
3.104 6
 
Irish Equities
3.005 7
 
Money Market
2.806 3
 
Swedish Equities
1.207 8
 
Canadian Equities
0.708 9
    
    
TOTAL100.00  
Top 10 Regions
 RegionsTotal%Rank(Prev)
 
USA
75.691 1
 
Germany
7.092 5
 
UK
6.473 2
 
Denmark
3.094 6
 
Ireland
2.995 7
 
Money Market
2.796 3
 
Sweden
1.207 8
 
Canada
0.688 9
    
    
TOTAL100.00  
SHOW ALL
7f 5e
KEY STATISTICS
Fund Type: n/a Minimum Investment: £100
Launched: 31-Mar-2009 Minimum Regular Investment: £20
Fund size: £1,109.5m / $1,463.7m (27-Oct-17) Dealing Charge: £10 or £6 for frequent traders
Dealing Frequency: Daily Initial Charge: 0.00%
Dealing Time: Daily 17:00 (Dublin time) Annual management charge: 1.00%
Price Times: 16:00 Note to charges: Initial Charges: max.;
Fund Type: n/a
Launched: 31-Mar-2009
Fund size: £1,109.5m / $1,463.7m (27-Oct-17)
Dealing Frequency: Daily
Dealing Time: Daily 17:00 (Dublin time)
Price Times: 16:00
Trustee / Depositary: Northern Trust Fiduciary Services (Ireland) Limited
Registrar: Northern Trust International Fund Administration S
Minimum Investment: £100
Minimum Regular Investment: £20
Dealing Charge £10 or £6 for frequent traders ?
Initial Charge: 0.00%
Annual management charge: 1.00%
Note to charges: Initial Charges: max.;
Dividend Policy: Jan 01 (Final)
Multi-manager: n/a
Index: MSCI ACWI/Health Care
ISA: ISA Wrapper
Savings plan: Savings Plan
CAT Standard: CAT Standard
ISIN: IE00B3NLDF60
Sedol: B3NLDF6
SHOW ALL
8g
RATIOS
1year 3year
Volatility 11.94 14.70
Alpha 6.93 7.51
Beta 0.70 0.63
Sharpe 0.66 0.59
InfoRatio 0.41 0.26
RSquared 0.21 0.17
QUARTILES KEY:
1st 2nd 3rd 4th

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