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
1.13 %
Risk Rating
4
3 Year Sharpe
0.25
3 Year Alpha
-12.31
Yield
0.8 %
Benchmark
MSCI ACWI/Health Care GR USD
Fund Size
£ 303.18 million
NAV
273
Gearing
109
Discount Premium
-9
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 %
Roche Holding AG Dividend Right Cert. 4.91 %
UnitedHealth Group Inc 4.87 %
Medtronic PLC 4.81 %
Bristol-Myers Squibb Company 4.32 %
Thermo Fisher Scientific Inc 4.12 %
Fresenius Medical Care AG & Co. KGaA 4.09 %
Centene Corp 3.72 %
IQVIA Holdings Inc 3.65 %
Becton, Dickinson and Co 3.62 %
HCA Healthcare Inc 3.39 %
Region %
United States 75.60 %
Europe - ex Euro 10.11 %
Eurozone 9.19 %
Sector %
Healthcare 98.62 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

James Douglas
Joined 04/30/2018

James joined Polar Capital in September 2015 and is a Fund Manager for the Healthcare team. He was appointed Co-Fund Manager for the Polar Capital Global Healthcare Trust in May 2017.Prior to joining Polar Capital, James worked in equity sales specialising in global healthcare at Morgan Stanley, RBS and HSBC. James also has equity research experience garnered from his time at UBS, where he worked as an analyst in the European pharmaceutical and biotechnology team. Before moving across to the financial sector, he worked as a consultant for EvaluatePharma. James received a PhD and first class honours degree in Medicinal Chemistry from Newcastle University. Further to this, James also holds an ACCA diploma in financial management.

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.

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