Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund I Income (EUR)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.5 | 23.5 | 6.1 | 0.1 | 6.6 | |
+/-Cat | -13.0 | 14.1 | 10.7 | 3.2 | 4.7 | |
+/-B’mrk | - | 5.3 | 0.3 | 2.6 | 1.8 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 24/05/2024 | EUR 17.59 | |
Day Change | -0.60% | |
Morningstar Category™ | Sector Equity Healthcare | |
ISIN | IE00BPRBXR81 | |
Fund Size (Mil) 24/05/2024 | USD 246.49 | |
Share Class Size (Mil) 24/05/2024 | USD 6.78 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/12/2023 | 0.97% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund I Income (EUR) |
The Fund’s investment objective is to achieve long term capital appreciation. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
James Douglas 01/09/2015 | ||
Inception Date 11/09/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Health Care NR USD | Morningstar Gbl Health TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund I Income (EUR) | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Eli Lilly and Co | Healthcare | 8.09 |
AbbVie Inc | Healthcare | 6.00 |
UnitedHealth Group Inc | Healthcare | 5.87 |
Intuitive Surgical Inc | Healthcare | 4.87 |
Novartis AG Registered Shares | Healthcare | 4.67 |
Increase Decrease New since last portfolio | ||
Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund I Income (EUR) |