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Polar Capital Healthcare Opportunities USD

Ranked 39 out of 141 in - Pharmaceuticals & Health Care over 12 months
All calculations are in USD unless stated

Managed by

Daniel Mahony

Daniel Mahony joined Polar Capital in 2007, and manages the Polar Capital Healthcare Opportunities Fund using a growth investment style. Prior to this he was a senior analyst at Morgan Stanley, having also been an associate at ING Barings Furman Selz. Daniel studied at Christ Church College, Oxford and St John's College, Cambridge where he earned a PhD in biochemistry. He is currently based in London and his interests outside of work include rugby, soccer, the cinema and cheese making.

Gareth Powell

Gareth Powell is a fund manager for Polar Capital where he has worked since 2007. Powell invests in global healthcare equities, favouring a growth investment strategy. Powell uses active fund management style, and is willing to change his portfolio and investment style as he identifies changes in the market. He believes changes in his investment style have been largely driven by macro-economics, resulting in an increased tactical focus. Powell began his career as an analyst and later became a fund manager for Framlington after graduating from Oxford University with a degree in Biochemistry. Powell enjoys a number of sports outside of work, including golf and rugby, as well as music and the theatre.

Objective

The investment objective of the Fund is to preserve capital and achieve long-term capital appreciation, by investing in a globally diversified portfolio of healthcare companies. The Fund seeks to outperform a benchmark index - the MSCI Global Health Care Index.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Pharmaceuticals & Health Care over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 12.8% 7.6%
2016 -12.7% -12.1% 4.5% 3.1% -7.9%
2015 6.7% 11.3% 5.2% -10.4% 1.6%
2014 26.3% 14.8% 1.2% 1.2% 7.5%
2013 54.7% 14.4% 6.7% 13.6% 11.6%
2012 24.6% 12.0% 1.0% 10.4% -0.2%
2011 7.8% 7.7% 5.2% -9.9% 5.7%
2010 3.3% 4.8% -13.5% 8.4% 5.2%
2009 13.7% -11.8% 9.0% 11.9% 5.7%
2008 -21.1% -2.7% 2.4% -7.9% -14.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Medtronic PLC ORD 4.50
Eli Lilly and Co ORD 4.37
Abbott Laboratories ORD 4.12
Fresenius SE & Co KGaA ORD 4.04
USD Cash 3.91
UnitedHealth Group Inc ORD 3.78
Merck KGaA ORD 3.61
Celgene Corp ORD 3.55
Danaher Corp ORD 3.54
Genmab A/S ORD 3.49
31/05/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date03/12/2007
  • Share Class size1,427Mn
  • Base currencyUSD
  • ISIN IE00B28YJN35

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).