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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 £1,248 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 £40.33
Buy Price £40.33
Price Change +0.5485%
Price Date 19th August 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 1st April 2009
Fund Status OPEN
Gareth Powell joined Polar Capital in 2007 to establish the healthcare investment team. He is joint manager of the Healthcare Opportunities Fund. He joined Framlington in 1999, later becoming a portfolio manager on the Framlington Health Fund. In 2002, Gareth helped launch the Framlington Biotech Fund, which he managed 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: 1.057%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +11.89% +11.24% +19.15% -0.93% +39.02% +31.38% +39.77% +10.75% +21.05% +18.61%
Benchmark Performance
(Sector Equity Healthcare)
-0.92% +7.64% +21.92% -2.92% +29.44%
Time Period Cumulative Benchmark Performance
(Sector Equity Healthcare)
Fund Compared to Benchmark
1 day 0.55% -0.15% +0.70%
1 week 0.22% +1.50% -1.28%
1 month 1.77% +3.69% -1.92%
3 months 7.72% +1.52% +6.20%
6 months 3.89% +1.20% +2.69%
1 year 5.91% +6.07% -0.17%
3 years 42.91% +35.37% +7.55%
5 years 99.95% +72.45% +27.50%
10 years 467.23% +284.71% +182.52%
YTD 12.34% +8.18% +4.16%
Since inception 484.49% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Roche Holding AG Dividend Right Cert. CHE 5.66%
Merck & Co Inc USA 5.05%
IQVIA Holdings Inc USA 5.03%
Abbott Laboratories USA 4.14%
Bio-Rad Laboratories Inc USA 3.99%
Hill-Rom Holdings Inc USA 3.59%
Teleflex Inc USA 3.37%
Baxter International Inc USA 3.32%
Laboratory Corp of America Holdings USA 3.23%
Takeda Pharmaceutical Co Ltd JPN 3.22%

Currently unavailable