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
1.17 %
Risk Rating
4
3 Year Sharpe
0.84
3 Year Alpha
-0.64
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 %
Fresenius Medical Care AG & Co. KGaA 4.49 %
Bristol-Myers Squibb Company 3.78 %
Baxter International Inc 3.74 %
IQVIA Holdings Inc 3.72 %
Stryker Corp 3.41 %
HCA Healthcare Inc 3.38 %
Immunomedics Inc 3.27 %
Quotient Ltd 3.25 %
Exelixis Inc 2.99 %
Bio-Rad Laboratories Inc 2.93 %
Region %
United States 72.70 %
Eurozone 10.93 %
Europe - ex Euro 7.11 %
Sector %
Healthcare 97.72 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

Data provided by Morningstar.

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