Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund S Hedged IncomeRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.2 | 22.1 | -7.3 | 5.4 | 4.7 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/05/2024 | GBP 17.92 | |
Day Change | -0.55% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Healthcare | |
ISIN | IE00BD0NCG95 | |
Fund Size (Mil) 16/05/2024 | USD 256.43 | |
Share Class Size (Mil) 16/05/2024 | GBP 0.00 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 10/02/2022 | 0.80% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund S Hedged Income |
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 30/12/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Health Care NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund S Hedged Income | 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 S Hedged Income |