Polar Capital Funds PLC - Global Healthcare Select Fund I Acc
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- The Fund’s investment objective is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by investing in a globally diversified portfolio of healthcare companies.
Investment horizon
- Polar Capital Funds PLC - Global Healthcare Select Fund I Acc is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
10 Sept 2026
- Margin rate
- Start date10 Sept 2014
- ISINIE00BPRBXS98
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,85 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Johnson & Johnson9.5%
- Eli Lilly and Co9.2%
- Roche Holding AG Ordinary Shares new5.7%
- Abbott Laboratories5.2%
- CVS Health Corp4.7%
- Teva Pharmaceutical Industries Ltd ADR4.4%
- UnitedHealth Group Inc4.4%
- AstraZeneca PLC4.1%
- IQVIA Holdings Inc3.7%
- Agilent Technologies Inc3.7%