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POLAR CAPITAL HEALTHCARE OPPORTUNITIES R GBP

POLAR CAPITAL HEALTHCARE OPPORTUNITIES R GBP - Overview

Overview of POLAR CAPITAL HEALTHCARE OPPORTUNITIES R GBP Buy in ISA Buy in Investment Account

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.

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

Fund summary

Sector Specialist
Structure OFFSHORE FUND
Launched April, 2009
Size £883m
Yield 0.0%
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 1.50%
Ongoing charges figure 1.50%

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 96
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 4
Allocation Proportion(%)
UK 7
Europe 16
North America 72
Japan 2
Pacific 0
Emerging Markets 3
Allocation Proportion(%)
Large Caps 48
Mid Caps 25
Small Caps 27
View all performance data for this fund

Investment process

No information available.

Live feed

Bid price(inc) 2,891.00p
Accum units 2,891.00p
Fund commentary
Fund data updated on 27/02/17

Asset allocation

Allocation Proportion(%)
Equity 96
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 4

Equity Geographic

Allocation Proportion(%)
UK 7
Europe 16
North America 72
Japan 2
Pacific 0
Emerging Markets 3

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 48
Mid Caps 25
Small Caps 27

Top 10 holdings

As at: 31/10/11
7.1% Johnson & Johnson
5.6% Roche Holding
5.5% Pfizer
5.4% Abbott Labs
4.1% Sanofi
3.1% Allergan
2.9% Celgene
2.6% Pharmasset
2.5% Amgen
2.5% Baxter International
Source: Polar Capital

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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