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Polar Capital Biotechnology I GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital LLP
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 7 years
Morningstar Category Sector Equity Biotechnology
IMA Sector Specialist
Fund Size £469 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 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 £24.9400
Buy Price £24.9400
Price Change -0.6374%
Price Date 28th May 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 18th August 2014
Fund Status OPEN
David Pinniger joined Polar Capital in August 2013 as lead manager of the Biotechnology Fund within the healthcare team. Prior to joining Polar Capital, for five years David was portfolio manager of the International Biotechnology Trust at SV Life Sciences. He also previously spent three years working at venture capital firm Abingworth as an analyst managing biotechnology investments held across the firm’s venture and specialist funds, and four years at Morgan Stanley as an analyst covering the European pharmaceuticals and biotechnology sector. David received a first class honours degree in human sciences from Oxford University in 1999 and is a CFA charterholder.

3-year Mean Monthly Return: 1.634%

Annual Returns 2019 2018 2017 2016 2015 2014
Fund Performance +0.77% +15.64% +8.13% +50.10% -16.77% +60.62%
Benchmark Performance
(Sector Equity Biotechnology)
-0.43% +8.06% -2.35% +32.54% -22.76%
Time Period Cumulative Benchmark Performance
(Sector Equity Biotechnology)
Fund Compared to Benchmark
1 day -0.64% +18.52% -19.15%
1 week 0.40% +7.44% -7.03%
1 month 8.20% +21.71% -13.51%
3 months 21.90% +18.06% +3.83%
6 months 23.71% +30.18% -6.47%
1 year 30.99% +14.12% +16.87%
3 years 18.57% +7.83% +10.74%
5 years 14.65% +14.14% +0.51%
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 18.48% -0.37% +18.85%
Since inception 23.49% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Incyte Corp USA 5.82%
Vertex Pharmaceuticals Inc USA 5.35%
Alexion Pharmaceuticals Inc USA 5.04%
Seattle Genetics Inc USA 4.68%
NanoString Technologies Inc USA 4.06%
Alnylam Pharmaceuticals Inc USA 3.37%
Exelixis Inc USA 2.95%
uniQure NV NLD 2.71%
Biohaven Pharmaceutical Holding Co Ltd USA 2.61%
argenx SE NLD 2.57%

Currently unavailable