Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund I Inc
Category Sector Equity Healthcare
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£53.57/£53.57
£0.53 (+1.00%)
Fund Code
POHOI
B3NLDF6
IE00B3NLDF60
Prices updated as at 15 May 2025
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 notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
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.
- Key stats
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- Charges & documents
- Dividends
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- Management
Company name
Polar Capital LLP
Fund launch date
03 Dec 2007
Domicile
Ireland
UCITS
Yes
Lead manager
Gareth Powell
Lead manager start date
03 Dec 2007
Lead fund manager biography
Gareth Powell joined Polar Capital in 2007 to establish the healthcare investment team. He is joint manager of the Healthcare Opportunities Fund. He joined Framlington in 1999, later becoming a portfolio manager on the Framlington Health Fund. In 2002, Gareth helped launch the Framlington Biotech Fund, which he managed until his departure. Gareth studied biochemistry at Oxford, during which time he worked at Yamanouchi, a leading Japanese pharmaceutical company (later to become Astellas), as well as various academic laboratories including the Sir William Dunn School of Pathology, the Wolfson Institute for Biomedical Research and Oxford Business School. He is a CFA charterholder.
Fund manager
James Douglas
Manager start date
30 Sep 2015
Fund manager biography
James joined Polar Capital in September 2015 and is a Fund Manager for the Healthcare team. He was appointed Co-Fund Manager for the Polar Capital Global Healthcare Trust in May 2017.Prior to joining Polar Capital, James worked in equity sales specialising in global healthcare at Morgan Stanley, RBS and HSBC. James also has equity research experience garnered from his time at UBS, where he worked as an analyst in the European pharmaceutical and biotechnology team. Before moving across to the financial sector, he worked as a consultant for EvaluatePharma. James received a PhD and first class honours degree in Medicinal Chemistry from Newcastle University. Further to this, James also holds an ACCA diploma in financial management.
Head office
16 Palace Street
London
United Kingdom
SW1E 5JD
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