Overview
Polar Capital Global Healthcare was launched in June 2010 with a fixed life that is expected to expire in January 2025. It seeks to generate capital growth and income for shareholders by investing in a global portfolio of healthcare stocks.
You can access the manager’s website here
Fundamentals
Price
Research History
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14 Nov 2024 12 min read
Polar Capital Global Healthcare – Vital signs are good
Vital signs are good Polar Capital Global Healthcare (PCGH) continues to make progress, delivering outperformance of its benchmark (as the table below shows) and benefitting from a narrowing of its discount perhaps as more investors seem to embrace the story. PCGH’s managers believe that the healthcare sector’s fundamentals are good enough to underpin the growth […]
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13 min read
Polar Capital Global Healthcare – Vital signs are good
Vital signs are good Polar Capital Global Healthcare (PCGH) continues to make progress, delivering impressive outperformance of its benchmark the MSCI All Countries World Healthcare Index, as the table on page 3 shows, and benefitting from a narrowing of its discount as more investors embrace the story. PCGH’s managers believe that the healthcare sector’s fundamentals […]
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12 min read
Polar Capital Global Healthcare – Vital signs are good
Vital signs are good Polar Capital Global Healthcare (PCGH) continues to make progress, delivering impressive outperformance of its benchmark (as the table below shows) and benefitting from a narrowing of its discount as more investors embrace the story. PCGH’s managers believe that the healthcare sector’s fundamentals are good enough to underpin the growth story for […]
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05 Mar 2024 20 min read
Polar Capital Global Healthcare – Healthy returns and a rosy outlook
Polar Capital Global Healthcare Investment Companies | Initiation | 5 March 2024 Healthy returns and a rosy outlook Polar Capital Global Healthcare (PCGH) is, as we show on page 16, the leading performer within its peer group over the long term. Its managers’ high-conviction approach and good stock-picking skills have helped it navigate a period […]
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20 min read
Polar Capital Global Healthcare – Healthy returns and a rosy outlook
Polar Capital Global Healthcare Investment companies | Initiation | 5 March 2024 Healthy returns and a rosy outlook Polar Capital Global Healthcare (PCGH) is, as we show on page 16, the leading performer within its peer group over the long term. Its managers’ feel that their high-conviction approach and stock-picking skills have helped the trust […]
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20 min read
Polar Capital Global Healthcare – Healthy returns and a rosy outlook
Polar Capital Global Healthcare Investment companies | Initiation | 5 March 2024 Healthy returns and a rosy outlook Polar Capital Global Healthcare (PCGH) is, as we show on page 17, the leading performer within its peer group over the long term. Its managers’ high-conviction approach and good stock-picking skills have helped it navigate a period […]
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05 Jan 2023 90 min read
QuotedData’s Economic and Political Monthly Roundup January 2023
Economic and Political Monthly Roundup Investment companies | Monthly | January 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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23 Jul 2021 1 min read
Interview with Gareth Powell of Polar Capital Global Healthcare
In this week’s show, James Carthew talked to Gareth Powell of Polar Capital Global Healthcare. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]
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08 Jun 2020 8 min read
QuotedData’s Economic Roundup – June 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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10 Jan 2020 8 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Jun 2019 5 min read
QuotedData’s economic roundup – June 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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18 Jan 2019 1 min read
QuotedData’s economic roundup – January 2019
QuotedData’s economic roundup – January 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of […]
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16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
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11 Jun 2018 2 min read
QuotedData’s Economic round up – June 2018
QuotedData’s Economic round up – June 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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07 Mar 2018 1 min read
QuotedData releases 2018 Investment Companies Guide
QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide. Building on the success of last year’s publication and updated to reflect developments within the sector, the Guide harnesses QuotedData’s wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. Two versions: In PDF 2018 Investment Companies Guide Final Version Or Accessed Via […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jan 2018 1 min read
QuotedData’s economic round up – January 2018
QuotedData’s economic round up – January 2018 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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12 Jul 2017 2 min read
QuotedData investment companies roundup – July 2017
QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]
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14 Jun 2017 1 min read
QuotedData investment companies roundup – June 2017
QuotedData investment companies roundup – June 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
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15 May 2017 1 min read
Polar Capital Global Healthcare – Extended life, new objective
Polar Capital Global Healthcare – Extended life, new objective is the initiation note in which Marten & Co explains the workings of the company. Polar Capital Global Healthcare (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by Daniel Mahony PhD […]
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1 min read
Polar Capital Global Healthcare – Extended life, new objective
Polar Capital Global Healthcare – Extended life, new objective is a note that Marten & Co wrote for QuotedData that explains the workings of the company. Polar Capital Global Healthcare (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by […]
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10 Apr 2017 1 min read
QuotedData investment companies roundup – April 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup
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15 Mar 2017 1 min read
QuotedData investment companies roundup – March 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. March Investment Companies Roundup
News
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13 Dec 2024 7 min read
A strong year for Polar Capital Global Healthcare
Polar Capital Global Healthcare (PCGH) has published its annual results for the year ended 30 September 2024 during which it provided an NAV total return of 14.95%, outperforming its MSCI ACWI Healthcare Index benchmark by 5.07%, which returned 9.88%. PCGH’s discount narrowed slightly during the year, ending the period at 4.82%. The outperformance was driven […]
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15 Nov 2024 3 min read
Are the lunatics now in charge of the asylum?
QD view – as Trump’s nominees for his cabinet court controversy, we have a look at some possible implications. On Thursday, we published a note on Polar Capital Global Healthcare – Vital signs are good. In it, we highlighted the managers’ belief that the sector is well-positioned to underpin the sector’s growth story for the […]
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19 Jul 2024 4 min read
Time to inject some healthcare into your portfolio?
The healthcare and biotechnology sector has some natural tailwinds: ageing populations, rising emerging market wealth, innovation and rising healthcare utilisation. However, while pharmaceutical companies have been stable, biotechnology has been hit by poor sentiment and rising interest rates. Nevertheless, there are signs of recovery. The sector is diverse. Funds such as Polar Capital Global Healthcare […]
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30 May 2024 1 min read
QuotedData’s morning briefing 30 May 2024 – JZCP, MINI, PCGH
In QuotedData’s morning briefing 30 May 2024: JZ Capital (JZCP) is calling a meeting of shareholders to ask them to make the company’s ordinary shares redeemable. That will help expedite returns of capital as the company continues its managed wind down. Separately, it announced results that showed its NAV was not much changed over the […]
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16 May 2024 1 min read
QuotedData’s morning briefing 16 May 2024 – PCGH
In QuotedData’s morning briefing 16 May 2024: Polar Capital Global Healthcare (PCGH) says that at end March 2024, its six-month NAV returns were seven percentage points better than its benchmark’s (16.55% versus 9.56% for MSCI ACWI/Healthcare Index). The manager says that this was driven by strong stock selection across the entire market capitalisation range and […]
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13 Dec 2023 2 min read
Polar Capital Global Healthcare outperforms despite volatility
Polar Capital Global Healthcare (PCGH) announced its annual report for the year ended 30 September 2023. NAV total return was 4.21%, ahead of the benchmark MSCI ACWI Health Care Index which returned 1.19%. Share price total return was 1.92%. The outperformance was driven by strong stock selection, largely due to the focus on the company’s […]
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12 Dec 2022 2 min read
Polar Capital Global Healthcare annual results
Polar Capital Global Healthcare (PCGH) has released its annual results for its financial year ending 30 September 2022 and, over the 12-month period, PCGH returned a NAV total return of 5.59% and share price return of 10.11%. PCGH’s benchmark, the MSCI All Country World/ Healthcare Total Return Index, returned 6.93% over the same period. PCGH […]
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22 Jul 2022 3 min read
QD view – Is the tide finally turning for biotech?
In early 2021, it looked like the pandemic had been a breakthrough moment for the biotechnology sector. The sector had been critical in the development of Covid-19 vaccines, using new and innovation gene sequencing, while developments in oncology promised a treatment revolution. Share prices were riding high and specialist investment trusts had enjoyed two years […]
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17 Dec 2021 4 min read
Strong outperformance from Polar Capital Global Healthcare
Polar Capital Global Healthcare (PCGH) has released its annual results for the year ended 30 September 2021, during which it has provided NAV and share price total returns of 19.46% and 24.55%, strongly outperforming its benchmark, the MSCI ACWI Health Care Index, which returned 13.40%. Since its restructuring to 30 September 2021, PCGH has provided […]
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04 Jun 2021 3 min read
QD view – on drugs
QD view – on drugs… and other aspects of healthcare. Rate worries hitting growth stocks After delivering impressive returns last year, the tech and biotech sectors have stumbled a bit recently. It seems unfair that trusts such as Polar Capital Technology and Allianz Technology are now trading on discounts. However, some investors are worried about […]
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15 Dec 2020 3 min read
Polar Cap Global Healthcare caught out by COVID
Polar Cap Global Healthcare caught out by COVID – Polar Capital Global Healthcare has published results for the year ended 30 September 2020. The NAV return for the period was 14.1%, a bit behind the return on the benchmark index (MSCI ACWI Health Care Index) of 15.9%. As the discount widened, shareholders were left with a […]
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15 Oct 2020 1 min read
QuotedData’s morning briefing 15 October 2020
In QuotedData’s morning briefing 15 October 2020 Polar Capital Global Healthcare has agreed a fee reduction with its manager. The base management fee prior to the revision was 0.85% on the lower of the market capitalisation and adjusted net asset value. The revised fee, which is in place with effect from 1 October 2020, is 0.75% […]
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18 May 2020 7 min read
Interim results from Polar Capital Global Healthcare as biotech emerges as its largest overweight
US-focused Polar Capital Global Healthcare (PCGH), reported interim results this morning, covering the six months to 31 March 2020. The portfolio’s NAV total return over the period was (5.97%), compared to a 0.34% return from the benchmark MSCI ACWI/Healthcare index PCGH noted that the early part of the period was challenging for fundamental investors, as we […]
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10 Jan 2020 2 min read
Biotech Growth tops bio-trust league with 47% NAV rise – updated
Biotech Growth tops bio-trust league with 47% NAV rise – Orbimed-managed Biotech Growth Trust (BIOG) recorded the rise 47% rise in NAV in 2019, representing the best performance of the 14 specialist biotech/pharma closed end investment vehicles monitored by Marten & Co. Biotech Growth’s rise in NAV was more than double that of the benchmark […]
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20 Dec 2019 1 min read
QuotedData’s other news 20 December 2019
In QuotedData’s other news 20 December 2019 Polar Capital Global Healthcare reported a -1.2% total return on NAV for the year ended 30 September 2019, behind the MSCI ACWI Health Care Index which returned 3.1%. The return to shareholders was -1.3%. The dividend has been upped to 2.1p from 2p. The biggest drags on performance were healthcare […]
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20 Dec 2018 2 min read
Polar Capital Global Healthcare let down by widening discount
Polar Capital Global Healthcare let down by widening discount – Polar Capital Global Healthcare reports that its NAV rose by 19.8% over the year end of September 2018 on a total return basis, ahead of its benchmark, the MSCI ACWI Healthcare Index, which returned 17.2% over the same period. However, a widening in the discount to NAV […]
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13 Aug 2018 1 min read
FDA sets Feb target review date for IBT-backed Stemline Therapeutics
FDA sets Feb target review date for IBT-backed Stemline Therapeutics The US FDA has accepted Stemline Therapeutics (Nasdaq:STML)’s filing for Elzonris (tagraxofusp) for review for blastic plasmacytoid dendritic cell neoplasm (BPDCN), an extremely rare haematological cancer, and with priority review, the agency has set itself a PDUFA target action date of 21 February 2019 – although […]
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03 Aug 2018 1 min read
Tekla Healthcare top specialist fund performer in July
Tekla Healthcare top specialist fund performer in July Tekla Healthcare Opportunities, a US closed end fund that invests largely in US large cap pharma and biotech, saw the best investment performance of the 14 specialist biotech specialist investors monitored by Marten & Co, in terms of its sterling-adjusted NAV performance for the month of July. Switzerland’s BB […]
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17 Jul 2018 1 min read
Polar Capital Healthcare rejigs portfolio
Polar Capital Healthcare rejigs portfolio Polar Capital Global Healthcare Trust (PCGH) has disclosed a significant portfolio rejig in its end June monthly update, noting that it had sold a number of positions and increased its cash holdings partly on concerns about increased volatility in the equity markets and the potential for a market correction over the summer. […]
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10 May 2018 2 min read
Prothena drags WPCT to bottom of performance league table in April
Prothena drags WPCT to bottom of performance league table in April The fall in the value of its large investment in Prothena on negative results from two late-stage trials last month had a predictable effect on Woodford Patient Capital (WPCT)’s performance among the biotech-specialist closed end funds this year, although its relative underperformance extends over […]
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02 May 2018 1 min read
BBH and IBT set to reap rewards on Shire stakes
BBH and IBT set to reap rewards on Shire stake London-listed BB Healthcare (BBH) and International Biotech Trust (BIOG) are likely to be the main investment trust beneficiaries of the proposed takeover of Shire Pharmaceuticals by Japan’s Takeda, which was agreed – subject to a number of conditions – last week. Shire’s board agreed to recommend […]
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26 Mar 2018 2 min read
Polar Capital swaps Merck for Lilly
Polar Capital swaps Merck for Lilly – Polar Capital Global Healthcare (PCGH) acquired a large holding, representing ~3% of its NAV, in US pharmaceutical giant Lilly in January, at the same time selling its entire holding in Merck & Co, according to an analysis by Marten & Co. Lilly appears in 14th position by size as […]
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02 Mar 2018 2 min read
Swiss trusts top performers among bio sector specialists in Feb
Swiss trusts top performers among bio sector specialists in Feb – Switzerland’s HBM Healthcare Investments (HBMN.S) and BB Biotech (BBB.S) were the best performing biotech/pharma specialist investment trusts in February and indeed were the only ones of the 13 monitored by Marten & Co to have recorded any increase in NAV (in sterling terms) in the month. However, […]
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13 Feb 2018 1 min read
Key trust holding Vertex gains US approval for new CF combo
Key trust holding Vertex gains US approval for new CF combo Vertex Pharmaceuticals, a leading US biotech specialising in cystic fibrosis (CF) and core holding for most of the sector’s collective investment vehicles, yesterday reported the US FDA approval of Symdeko, its new combination containing tezacaftor/ivacaftor for CF in patients aged 12 and over who are […]
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09 Feb 2018 2 min read
Swiss biotech trusts resilient after recent sell-off
Swiss biotech trusts resilient after recent sell-off – Swiss-listed biotech investment trusts, HBM Healthcare Investments (HBMN.S) and BB Biotech (BBB.S), have fared by far the best among all the sector specialist closed-end collective vehicles in the wake of the global market sell-off in recent days. All 13 trusts in the group monitored by Marten & Co have seen a fall […]
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03 Jan 2018 2 min read
Biotech bellwether Celgene to report key update next week
Biotech bellwether Celgene to report key update next week Investors in the main sector specialist investment trusts should watch for an important update from Celgene early next week at the annual JP Morgan Healthcare Conference, the largest and most important investor event in the sector. The US biotech group is expected to “pre-announce” Q4 sales […]
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21 Dec 2017 3 min read
Polar Capital Global Healthcare reflects on year of transition
Polar Capital Global Healthcare reflects on year of transition – Polar Capital Global Healthcare, announcing its results for the year ended 30 September 2017, says that its NAV total return for the year amounted to 0.6% compared to a rise in the benchmark (the MSCI Global Healthcare Index) of 8.6%. Meanwhile their share price total […]
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19 Jun 2017 1 min read
Polar Capital raises £59.4m for Healthcare Trust
Polar Capital raises £59.4m for Healthcare Trust. Results of the Open Offer, Offer for Subscription and Initial Placing of New Ordinary Shares New ordinary shares will be issued under the initial placing at 213.8p, (this price is calculated as the prevailing Net Asset Value as at the close of business on 15 June 2017 plus the Placing […]
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08 May 2017 2 min read
Polar Capital Global Healthcare says more on its future
Polar Capital Global Healthcare Growth and Income Trust has announced further details of its proposals for the future of the company. Subject to the approval of shareholders and final regulatory approvals as required, it is proposed that: the existing investment mandate will be changed to a growth mandate. They expect to pay a dividend going forward, […]
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15 Mar 2017 1 min read
Polar Capital Global Healthcare updates on future
Polar Capital Global Healthcare Growth and Income Trust has announced brief details of its proposals for the future of the Company. Subject to the approval of shareholders and regulatory approvals as required, it is proposed that: the existing investment mandate is changed to a growth mandate; there will be a dividend going forward, but at a lower level than before; the name […]
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03 Feb 2017 1 min read
Polar Capital Global Healthcare considering its future
The Board of Polar Capital Global Healthcare has announced that following initial consultation with shareholders it has been working with its advisers and its investment manager, Polar Capital, on options for the future of the company. Any such proposals would be expected to include the opportunity for shareholders to continue their exposure to the healthcare sector in […]
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10 May 2016 2 min read
Polar Capital Global Healthcare lags benchmark in first half
Polar Capital Global Healthcare says, for the six months to 31 March 2016 it generated a Net Asset Value total return of 0.5% which was behind its benchmark, the MSCI Healthcare Index (total return in Sterling with dividends reinvested) which rose by 5.1% over the same period. The share price fell by 3.7% over the […]
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16 Dec 2015 4 min read
A volatile year for Polar Capital Global Healthcare
Polar Capital Global Healthcare Growth & Income Trust has announced its annual results for the year ended 30 September 2015. In what was a volatile year for the trust, its NAV total return was 8.2% thereby modestly underperforming its benchmark, the MSCI Global Healthcare Index, which returned 9.6%. The discount to NAV narrowed by 2% […]
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11 May 2015 1 min read
Polar Capital Global Healthcare thinking about its long term future
Polar Capital Global Healthcare interim results for the six months ended 31 March 2015 show the company’s net asset value total return was 19.1%, a good result but unfortunately 2.6% behind the MSCI All Countries World Index Healthcare Index. What’s more, the discount widened from 5.4% to 9.8% so the return to shareholders was even […]
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16 Dec 2014 1 min read
Polar Capital Global Healthcare hit by widening discount
Polar Capital Global Healthcare results for the year that ended on 30 September 2014 have been released. Over the year the fund underperformed its benchmark by 5.1%, generating a return on net assets of 19.7% vs. 24.8% for the MSCI ACWI/Healthcare Index. The shares moved from a premium of 1.8% to discount of 5.4% so […]
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08 May 2014 1 min read
Polar Capital Global Healthcare : PCH – interim results
Polar Capital Global Healthcare has released figures covering the six months ended 31 March 2014. The fund outperformed its benchmark during this period – generating a total return of 13.5% on the net asset value against an 11.8% return on the MSCI All Countries World Index – Healthcare Index. The fund’s shares underperformed however as […]
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18 Dec 2013 1 min read
Polar Capital Global Healthcare Growth & Income : PCGH – annual results
Results for the year ended 30 September 2013 PCGH’s NAV total return was 21.0%, adjusted for the likely impact of PCGH’s subscription shares being exercised, and 23.2% without making that adjustment. The benchmark, the MSCI All Countries World Index Healthcare Index, returned 25.4%. The Board say that the main reason for the underperformance relative to the […]
Upcoming Events
Videos
In The Press
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13 Dec 2024 1 min read
Healthcare trust u-turns on ‘disappointing’ exit plan
by Val Cipriani, Investors Chronicle, December 13, 2024: A biotech bounce-back has pushed up share prices in the sector, but the UK trust options have barely captured those gains. Even the better performers are up 11-12 per cent this year, while their top holdings have recorded 30-100 per cent share price gains. The most precarious […]
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26 Nov 2024 1 min read
Investment trust insider on Trump and healthcare
Investment trust insider on Trump and healthcare – James Carthew: If Trump avoids healthcare pain, now’s a good time to buy Donald Trump’s provocative healthcare appointments have caused uncertainty for drugs developers but the outlook remains positive once the political noise abates. Two weeks ago, I wrote about the potential positive impact of the new […]
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21 Oct 2024 1 min read
Investment trust insider on annual redemption opportunities
Investment trust insider on annual redemption opportunities – James Carthew: Annual redemptions bring more problems than solutions Yearly redemption opportunities turn trusts into cash cows and don’t even keep discounts narrow, as Bellevue Healthcare has learnt. This week’s focus is on annual redemption opportunities. I made it clear earlier this month, when discussing the demise […]
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29 Aug 2024 1 min read
Questor on Polar Capital Global Healthcare Trust
29 August 2024, Questor on Polar Capital Global Healthcare Trust – Questor: Subcontract your healthcare investing decisions to this team of scientists, Investment trust bargain: in a sector filled with total losses, it pays to have a guide Never invest in something that you don’t understand is a pretty good maxim. However, that does not […]
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14 May 2024 2 min read
Healthcare funds roar back to life
by Dave Baxter, Investors Chronicle, May 14, 2024: Areas like biotech can be racy at the best of times and especially vulnerable to shifting investor whims. That much has become evident in recent years: the average investment trust in the AIC’s Biotechnology and Healthcare sector made a whopping 21 per cent share price total return […]
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20 Apr 2022 1 min read
Defensives doing well
Jennifer Hill, AIC Compass, 8 April 2022: Jennifer Hill analyses the sectors delivering robust returns. Russia’s invasion of Ukraine feels symbolic, not only of a marked change in the geopolitical landscape but also of a potential regime change in investing. With oil, gas, wheat and many metals soaring in price, already-stubborn inflation is likely to […]
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23 Dec 2021 2 min read
Gaining exposure to biotech in times of uncertainty
Robin Davison, Investment Week, 13 December 2021 The end of November saw the largest one-day fall in stock prices globally since June 2020, as investors reacted to the potential economic impact of a possible fourth wave of Covid-19, manifest in the new and ominously named Omicron variant of the Sars-Cov-2 virus. But the panic selling […]
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09 Jun 2021 1 min read
Turnover in focus during pandemic
Which trusts manoeuvred during 2020 and which stood their ground? Kathleen Gallagher, Investment Week, 08 June 2021 • 4 min read Several investment trusts overhauled their portfolios during the market volatility of 2020 as managers chose to revamp their holdings and take advantage of depressed markets. However, other managers saw this strategy as counter-productive and […]
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16 Nov 2020 1 min read
How to invest in Big Pharma
A shot in the arm for your portfolio (without side effects): How to invest in Big Pharma with these shares and investment trusts By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:50, 13 November 2020 | UPDATED: 11:53, 14 November 2020 The breakthrough on the Covid-19 vaccine from Pfizer and BioNTech this week has cheered the nation – and the […]
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25 Feb 2020 2 min read
Investment trust insider on health care
Investment trust insider on health care – James Carthew: healthcare trusts cut through US political noise Just nine months to go until the US election. If only we could lock all the candidates in a room for a year beforehand and harness the hot air. Instead we are condemned to endless opinion polls, voting shenanigans and […]
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17 Mar 2017 1 min read
Biotech trusts top performance charts in February
Biotech and healthcare trusts came at the top of performance tables in NAV terms in February, as the sector continues to “claw back losses” suffered prior to the US election, according to investment trust analysts QuotedData. read more here
