LSE - Delayed Quote GBp

Polar Capital Glb Healthcare ZDP 2024 (PGHZ.L)

123.00
+1.00
+(0.82%)
At close: June 20 at 9:00:00 PM GMT+1

Fund Summary

Polar Capital Glb Healthcare ZDP 2024

16 Palace Street
44 (0)20 7227 2700

Fund Overview

Category --
Fund Family Polar Capital LLP
Net Assets 482.72M
YTD Return 1.24%
Yield 0.00%
Morningstar Rating
Inception Date Jun 15, 2010

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 119.19%
Average for Category --

Fees & Expenses

Expense PGHZ.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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