Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund R AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | -0.4 | 6.4 | |
+/-Cat | - | - | - | 2.8 | 4.5 | |
+/-B’mrk | - | - | - | 2.2 | 1.6 | |
Category: Sector Equity Healthcare | ||||||
Category Benchmark: Morningstar Gbl Health TME ... |
Key Stats | ||
NAV 24/05/2024 | USD 11.83 | |
Day Change | -0.55% | |
Morningstar Category™ | Sector Equity Healthcare | |
ISIN | IE000VKGRPD6 | |
Fund Size (Mil) 24/05/2024 | USD 246.49 | |
Share Class Size (Mil) 24/05/2024 | USD 0.31 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/08/2022 | 1.47% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Healthcare Blue Chip Fund R Accumulation |
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 31/08/2022 |
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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 R Accumulation | 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 R Accumulation |