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
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | James Douglas, Gareth Powell |
66.36 | |
49.33 | |
Fund comparative index | MSCI ACWI/Health Care NR EUR |
Healthcare | |
- | |
1.11 | |
0.11 | |
0.00 | |
Sector Equity Healthcare | |
10 | |
Fund provider | Polar Capital LLP |
Share class launch date | 01 Apr 2009 |
£1.19b | |
- | |
0.00 | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.