Polar Capital Global Healthcare Trust

Name
Polar Capital Global Healthcare Trust
Manager
Polar Capital LLP
Type
Closed Ended Investment Company
ISIN
GB00B6832P16
Sector
Sector Specialist: Biotechnology & Healthcare
Launched
15/06/2010
OCF
1.15 %
Risk Rating
3
3 Year Sharpe
0.50
3 Year Alpha
-3.24
Yield
0.4 %
Benchmark
MSCI ACWI/Health Care GR USD
Fund Size
£ 272.76 million
NAV
247
Gearing
107
Discount Premium
-8
The investment objective is to generate capital growth by investing in a global portfolio of healthcare stocks across all four healthcare sub-sectors, being pharmaceuticals, biotechnology, medical technology and healthcare services.
Holding %
Pfizer Inc 5.83 %
Merck & Co Inc 5.68 %
Roche Holding AG Dividend Right Cert. 5.46 %
Abbott Laboratories 4.50 %
Alexion Pharmaceuticals Inc 4.01 %
Takeda Pharmaceutical Co Ltd 4.01 %
Medtronic PLC 3.86 %
Becton, Dickinson and Co 3.73 %
Grifols SA ADR 3.66 %
Baxter International Inc 3.64 %
Region %
United States 68.06 %
United Kingdom 11.40 %
Europe - ex Euro 8.72 %
Eurozone 6.86 %
Sector %
Healthcare 97.82 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

James Douglas
Joined 09/30/2018
Daniel Mahony
Joined 06/15/2010

Daniel Mahony Ph.D. joined Polar Capital to establish the healthcare investment team in 2007. He is joint manager of the Healthcare Opportunities Fund and lead manager of the Healthcare Blue Chip Fund. Prior to joining Polar Capital, he was head of the European healthcare research team at Morgan Stanley, covering the European biotechnology, medical technology and healthcare services sectors. He also previously worked in New York for ING Barings Furman Selz following the US biotechnology sector. Before working in the investment field, Daniel worked as a research scientist for seven years with the majority of his time at Schering Plough Corporation in California. Daniel received his PhD from Cambridge University in 1995 and a first class honours degree in biochemistry from Oxford University in 1991.

Gareth Powell
Joined 06/15/2010

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.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.