Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund SI IncomeRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.9 | 24.0 | 6.4 | 0.4 | 6.5 | |
+/-Cat | -12.6 | 14.5 | 11.1 | 3.5 | 4.6 | |
+/-B’mrk | - | 5.7 | 0.6 | 2.9 | 1.8 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 16/05/2024 | USD 17.50 | |
Day Change | -0.67% | |
Morningstar Category™ | Sector Equity Healthcare | |
ISIN | IE00BF4TN759 | |
Fund Size (Mil) 16/05/2024 | USD 256.43 | |
Share Class Size (Mil) 16/05/2024 | USD 156.72 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2022 | 0.60% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund SI 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 23/03/2018 |
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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 SI 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 SI Income |