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Polar Capital Biotechnology I Income Hedged

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital
Fund Summary The Polar Capital Biotechnology Fund aims to preserve capital and achieve long term capital appreciation by investing in the shares of biothechnology, daignostics and life sciences tools companies. Managed by an experienced fund manager with a strong track record.
SEDOL code BFX4HX5
ISIN IE00BFX4HX56
Fund code POBIH
Managers David Pinniger
Manager Tenure 6 years
Morningstar Category Currently unavailable
IMA Sector Specialist
Fund Size £391 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 1.21%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £10.26
Buy Price £10.26
Price Change +0.0976%
Price Date 22nd May 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 17th January 2018
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: Currently unavailable

Annual Returns 2018
Fund Performance +4.80%
Benchmark Performance
Time Period Cumulative Benchmark Performance
Fund Compared to Benchmark
1 day 1.99% +0.15% +1.84%
1 week 2.09% -1.40% +3.49%
1 month 2.30% -1.47% +3.77%
3 months -1.82% -1.14% -0.68%
6 months 8.47% -4.37% +12.84%
1 year -1.54% -8.42% +6.89%
3 years Currently unavailable -15.47% Currently unavailable
5 years Currently unavailable -28.29% Currently unavailable
10 years Currently unavailable +14.96% Currently unavailable
YTD 13.26% -0.28% +13.54%
Since inception 2.60% 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