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About the company
Polar Capital Global Healthcare Trust plc is a United Kingdom-based investment trust company. The Company’s investment objective is to generate capital growth by investing in a global portfolio of healthcare stocks. The Company seeks to achieve its objective by investing in a diversified global portfolio consisting primarily of listed equities. The portfolio is diversified by factors such as geography, industry sub-sector and investment size. Its portfolio of investment across various sectors includes pharmaceuticals, biotechnology, healthcare equipment, managed healthcare, healthcare supplies, life sciences tools and services, healthcare facilities, metal, glass and plastic containers, healthcare technology, healthcare distributors, and healthcare services. The Company’s investment manager and alternative investment fund manager (AIFM) is Polar Capital LLP.
- Revenue in GBP (TTM)85.55m
- Net income in GBP78.00m
- Incorporated2010
- Employees0.00
- LocationPolar Capital Global Healthcare Trust16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 20 7227 2700Fax+44 20 7227 2799
- Websitehttps://www.polarcapitalglobalhealthcaretrust.co.uk/
Profile
| Management group(s) | Polar Capital LLP |
|---|---|
| AIC sector | Biotechnology & Healthcare |
| ISIN | GB00B6832P16 |
| Launch date | 15 Jun 2010 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The Company’s investment objective is to generate capital growth by investing in a global portfolio of healthcare stocks.The Company seeks to achieve this objective by investing in a diversified global portfolio consisting primarily of listed equities issued by healthcare companies involved in pharmaceuticals, medical services, medical devices and biotechnology. The portfolio is expected to be diversified by factors such as geography, industry sub-sector and investment size.
Managed by
| David Pinniger, James Douglas, Deane Donnigan, Gareth Powell |
|---|
Management & contract fees
Management fee is 0.75% p.a. of the lower of the Market Capitalisation and NAV. Performance fee is equal to 10% of the excess total return over benchmark Index plus 1.5% p.a. compounded annually. Agreement terminable not less than 12 months written notice.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Utilico Emerging Markets Trust PLC | 70.53m | 57.89m |
| Pensionbee Group PLC | 28.32m | -5.17m |
| Abrdn Asia Focus PLC | 28.10m | 15.64m |
| Octopus Renewables Infrastructr Trst PLC | 25.30m | 18.47m |
| Pantheon Infrastructure PLC | 66.24m | 77.42m |
| Pollen Street Group Ltd | 108.82m | 46.52m |
| Jpmorgan Uk Small Cap Growth & IncomePLC | 13.58m | 9.66m |
| Polar Capital Global Healthcare Trst PLC | 85.55m | 78.00m |
| Ashoka India Equity Investment Trust PLC | 69.74m | 54.52m |
| Schroder Asian Totl Retrn Invstmt Co PLC | 76.65m | 68.75m |
| Pacific Assets Trust plc | 5.20m | -6.06m |
| NextEnergy Solar Fund Ltd | 8.82m | -8.36m |
| Jupiter Fund Management PLC | 398.00m | -8.90m |
| IP Group Plc | 0.00 | -223.00m |
| Impax Asset Management Group Plc | 176.56m | 40.67m |
| Fidelity Emerging Markets Ltd | 75.73m | 56.05m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| 1607 Capital Partners LLCas of 30 Sep 2023 | 12.07m | 9.95% |
| Rathbones Investment Management Ltd.as of 10 May 2024 | 11.37m | 9.38% |
| Investec Wealth & Investment Ltd.as of 10 May 2024 | 9.06m | 7.47% |
| Allspring Global Investments LLCas of 30 Sep 2023 | 6.52m | 5.38% |
| Charles Stanley & Co. Ltd. (Investment Management)as of 30 Sep 2023 | 6.11m | 5.04% |
| Evelyn Partners Investment Management LLPas of 30 Sep 2023 | 6.08m | 5.02% |
| Schroder Investment Management Ltd.as of 30 Sep 2023 | 6.05m | 4.99% |
| Brewin Dolphin Ltd.as of 30 Sep 2023 | 6.04m | 4.98% |
| City of London Investment Management Co. Ltd.as of 30 Sep 2023 | 6.02m | 4.96% |
| Canaccord Genuity Wealth Ltd.as of 30 Sep 2023 | 5.87m | 4.84% |
