Polar Capital Healthcare Opportunities Fund

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There is only one type of share class for this fund.

Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund I Inc

Category Sector Equity Healthcare
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£60.38/£60.38

arrow-down£-0.57 (-0.94%)

Fund Code

POHOI

B3NLDF6

IE00B3NLDF60

Prices updated as at 16 May 2024
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Prices in GBP
Investment objective
The investment objective of the Fund is to preserve capital and achieve long term capital appreciation. The Fund will seek to achieve its investment objective by investing in a globally diversified portfolio of healthcare companies. The Fund will at all times invest at least two thirds of its total assets (excluding cash) in healthcare-related companies worldwide. The Fund will invest at least 51% of its gross assets on a continuous basis directly in Equity Participations. Subject to the investment restrictions described in Appendix II of the Prospectus, investments will be made in transferable securities including, but not limited to, shares, equity warrants and other types of securities such as preferred shares, which may be listed on a Regulated Market or unlisted, and issued by companies, and Global, American and European depository receipts. The Fund may not invest more than 10% of its Net Asset Value in unlisted securities.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 20 May 2024, 00:05

Trailing returns (%) as of 20 May 2024, 00:05

Annual performance (%)

YearThis fundSector Equity Healthcare
31 Mar 13 - 31 Mar 1442.3915.44
31 Mar 14 - 31 Mar 1538.1635.19
31 Mar 15 - 31 Mar 16-12.51-7.85
31 Mar 16 - 31 Mar 1729.2823.86
31 Mar 17 - 31 Mar 18-0.59-1.73
31 Mar 18 - 31 Mar 1928.7815.33
31 Mar 19 - 31 Mar 20-9.151.86
31 Mar 20 - 31 Mar 2131.4922.68
31 Mar 21 - 31 Mar 226.233.51
31 Mar 22 - 31 Mar 235.08-0.56
31 Mar 23 - 31 Mar 2419.884.92

Trailing returns (%)

YearThis fundSector Equity Healthcare
1 Day-0.94-0.09
1 Month1.344.16
3 Months0.351.66
6 Months22.1310.93
1 Year7.553.07
3 Years annualised9.092.28
5 Years annualised9.956.60
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.