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Polar Capital Biotechnology I GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital
Fund Summary The objective of the Fund is to preserve capital and achieve long term capital appreciation by investing worldwide in the shares of biotechnology, diagnostics and life sciences tools companies.
SEDOL code B42P0H7
ISIN IE00B42P0H75
Fund code POBII
Managers David Pinniger
Manager Tenure 6 years
Morningstar Category Sector Equity Biotechnology
IMA Sector Specialist
Fund Size £391 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 1.23%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £19.20
Buy Price £19.20
Price Change +1.1591%
Price Date 22nd May 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 31st October 2013
Fund Status OPEN
David joined Polar Capital in August 2013 as a Fund Manager within the healthcare team. He has over 14 years investment experience in the healthcare sector. Prior to joining Polar Capital, for five years David was Portfolio Manager of the International Biotechnology Trust at SV Life Sciences

3-year Mean Monthly Return: 1.699%

Annual Returns 2018 2017 2016 2015 2014
Fund Performance +15.64% +8.13% +50.10% -16.77% +60.62%
Benchmark Performance
(Sector Equity Biotechnology)
+5.60% -1.03% +35.80% -22.84% +41.32%
Time Period Cumulative Benchmark Performance
(Sector Equity Biotechnology)
Fund Compared to Benchmark
1 day 1.16% +2.04% -0.88%
1 week 3.06% +3.44% -0.38%
1 month 5.44% +2.47% +2.97%
3 months 0.68% -0.49% +1.17%
6 months 10.85% +5.76% +5.09%
1 year 6.73% +3.60% +3.12%
3 years 80.28% +43.08% +37.20%
5 years 169.29% +88.08% +81.20%
10 years Currently unavailable +396.33% Currently unavailable
YTD 15.18% +12.29% +2.89%
Since inception 208.19% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Alexion Pharmaceuticals Inc USA 7.96%
Regeneron Pharmaceuticals Inc USA 6.45%
Incyte Corp USA 6.25%
Vertex Pharmaceuticals Inc USA 5.96%
argenx SE LUX 5.46%
Evotec SE DEU 4.18%
MyoKardia Inc USA 4.08%
Sage Therapeutics Inc USA 3.90%
NanoString Technologies Inc USA 3.52%
Takeda Pharmaceutical Co Ltd ADR JPN 3.00%

Currently unavailable