Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund I Inc GBP

Name
Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund I Inc GBP
Manager
Polar Capital LLP
Type
Open Ended Investment Company
ISIN
IE00B3NLDF60
Sector
Specialist
Launched
01/04/2009
OCF
1.16 %
Risk Rating
3
3 Year Sharpe
0.99
3 Year Alpha
2.41
Yield
0 %
Benchmark
MSCI World/Health Care NR USD
The investment objective of the Fund is to preserve capital and achieve long term capital appreciation. The Fund will seek to achieve its investment objective by investing in a globally diversified portfolio of healthcare companies.
Holding %
Novartis AG 6.02 %
Medtronic PLC 5.16 %
Baxter International Inc 4.67 %
Bio-Rad Laboratories Inc 4.15 %
Novo Nordisk A/S B 3.76 %
Hill-Rom Holdings Inc 3.73 %
Boston Scientific Corp 3.61 %
Teleflex Inc 3.51 %
Edwards Lifesciences Corp 3.40 %
Quotient Ltd 3.27 %
Region %
United States 73.64 %
Europe - ex Euro 11.32 %
Eurozone 7.59 %
United Kingdom 5.37 %
Sector %
Healthcare 96.21 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Daniel Mahony
Joined 12/03/2007

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 12/03/2007

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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