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Polar Healthcare Opportunities Fund I GBP (Restricted Fund)

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar
Fund Summary The Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.
SEDOL code B3NLDF6
ISIN IE00B3NLDF60
Fund code POHOI
Managers Gareth Powell, Daniel Mahony
Manager Tenure 12 years
Morningstar Category Sector Equity Healthcare
IMA Sector Specialist
Fund Size £1,198 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 £39.34
Buy Price £39.34
Price Change -0.4051%
Price Date 21st June 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 1st April 2009
Fund Status OPEN
- 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 management in 1999. Soon afterwards, he began managing the Framlington Health Fund and in 2002 he helped launch the Framlington Biotech Fund, which he managed from 2004 until his departure. Gareth studied biochemistry at Oxford, during which time he worked at Yamanouchi, a leading Japanese pharmaceutical company (later to become Astellas), as well as various academic laboratories including the Sir William Dunn School of Pathology, the Wolfson Institute for Biomedical Research and Oxford Business School. He is a CFA charterholder.

3-year Mean Monthly Return: 1.256%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund Performance +28.78% -0.59% +29.28% -12.51% +38.16% +42.39% +34.48% +13.07% +1.12%
Benchmark Performance
(Sector Equity Healthcare)
+15.97% -4.19% +32.05% -14.51% +28.58%
Time Period Cumulative Benchmark Performance
(Sector Equity Healthcare)
Fund Compared to Benchmark
1 day -0.18% -0.15% -0.03%
1 week 3.08% +1.50% +1.58%
1 month 5.90% +3.69% +2.21%
3 months 1.83% +1.52% +0.31%
6 months 11.90% +1.20% +10.69%
1 year 8.46% +6.07% +2.38%
3 years 66.39% +35.37% +31.02%
5 years 102.67% +72.45% +30.22%
10 years 503.05% +284.71% +218.34%
YTD 10.03% +8.18% +1.84%
Since inception 472.46% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Abbott Laboratories USA 6.68%
Merck & Co Inc USA 4.16%
IQVIA Holdings Inc USA 3.53%
Bio-Rad Laboratories Inc USA 3.36%
Boston Scientific Corp USA 3.16%
Hill-Rom Holdings Inc USA 2.94%
Takeda Pharmaceutical Co Ltd JPN 2.93%
Royal Philips NV NLD 2.84%
Varian Medical Systems Inc USA 2.78%
Teleflex Inc USA 2.55%

Currently unavailable