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POLAR CAPITAL HEALTHCARE BLUE CHIP S GBP

POLAR CAPITAL HEALTHCARE BLUE CHIP S GBP - Overview

Overview of POLAR CAPITAL HEALTHCARE BLUE CHIP S GBP Buy in ISA Buy in Investment Account

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. POLAR CAPITAL HEALTHCARE BLUE CHIP S GBP does not fall into either of these categories at present.

  • Standard Initial Charge 5.00%
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector
Structure OFFSHORE FUND
Launched September, 2014
Size £0
Yield 1.1%
Charging basis
Dividends paid

Charges

Standard initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.70%
Ongoing charges figure 0.88%

Performance Fee 10.00% of outperformance of MSCI World Daily Total Return Net Health Care Index

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

No information available.

Portfolio

Allocation Proportion(%)
Equity 95
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 5
Allocation Proportion(%)
UK 0
Europe 25
North America 75
Japan 0
Pacific 0
Emerging Markets 0
Allocation Proportion(%)
Large Caps 100
Mid Caps 0
Small Caps 0
View all performance data for this fund

Investment process

No information available.

Live feed

Bid price(inc) 899.00p
Accum units 899.00p
Fund commentary
Fund data updated on 21/07/17

Asset allocation

Allocation Proportion(%)
Equity 95
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 5

Equity Geographic

Allocation Proportion(%)
UK 0
Europe 25
North America 75
Japan 0
Pacific 0
Emerging Markets 0

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 100
Mid Caps 0
Small Caps 0

Top 10 holdings

No information available.

Sector breakdown

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
12/13 13/14 14/15 15/16 16/17   3 years 5 years Career 3 years 5 years Career
-0.07% 0.35%   -0.24% 38.20%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Gareth Powell / Daniel Mahony

Manager. Powell and Mahony are portfolio Manager’s and co-head’s of the Manager's Healthcare Business unit at Polar Capital LLP. Powell has over 10 years' investment experience in the healthcare sector, with over 8 years as a portfolio Manager. He joined Polar Capital in 2007 and is currently co-manager of the Polar Healthcare Opportunities Fund. Mahony has more than 11 years' investment experience in the healthcare sector, with over 2 years as a Portfolio Manager and 9 years as a sell-side analyst. Prior to joining Polar Capital, he was Head of the European Healthcare Research Team at Morgan Stanley, which covered the European Biotechnology, Medical.

Track record

Gareth Powell / Daniel Mahony has 2.7 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.24%. During the worst period of relative performance (from May 2009 - May 2011) there was a decline of 14% relative to the index. The worst absolute loss has been 16%.

Periods of worst performance
Absolute -16% (March 2010 - July 2010)
Relative -14% (May 2009 - May 2011)

Sector record since May 2009 (3 yrs)




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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