Back to selected funds

Polar Ca...

Price: 8.1700GBP

Change: 0.49%

Open an account

Polar Capital Healthcare Discovery I Acc GBP

Polar Capital Healthcare Discovery I Acc GBP

ISIN:

IE00BJXT2B13

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Healthcare

Income type:

Accumulation

Price:

8.1700GBP

23 May 2025

Last change:

0.49%

1 year change:

-18.14%

5 year annualised return:

-1.16%

12 month yield:

N/A%

Open an account
At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Polar Capital Healthcare Discovery I Acc GBP
  • IA Healthcare
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
Polar Capital Healthcare Discovery I Acc GBP 56.09% -1.72% -7.48% 11.58% -22.81%
IA Healthcare 25.31% 8.79% -2.61% 8.84% -9.31%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Polar Capital Healthcare Discovery I Acc GBP -14.90% -20.91% -18.14% -5.41% -1.16%
IA Healthcare -14.73% -16.50% -14.31% -2.45% 0.17%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The Fund aims to achieve long-term capital growth by investing in a globally diversified portfolio of healthcare companies.

Manager name:

Polar Capital

Manager start date:

31 January 2020

Investment style:

Growth

Region (geographical):

Global

Manager Biography:

Deane joined Polar Capital in June 2013 as a senior analyst for the Healthcare team, and has over 38 years’ industry experience, including over 15 years within healthcare asset management. She trained as a clinical pharmacist, graduating with a post baccalaureate Doctor of Pharmacy from the University of Georgia. Deane began her career at the Medical College of Georgia, before becoming a clinical specialist in Drug Information and Adult Internal Medicine with Emory University Hospital in Atlanta, Georgia. After several years, she moved to the UK to join Framlington (now AXA Framlington) as an analyst for the healthcare unit trust, led by Anthony Milford. She went on to become lead portfolio manager of the Framlington Healthcare and Framlington Biotechnology funds. Deane is both a US and UK citizen.

Benchmark:

N/A

Sector:

IA Healthcare

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 1.12%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. 10%
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 5,228,164.01 GBP

Chart date: May 23, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Insmed inc 5.27%
Encompass health corp 4.21%
Penumbra, inc. 3.40%
Masimo corp 3.28%
Cytokinetics, incorporated 2.91%
Zealand pharma a/s 2.91%
Asahi intecc 2.81%
Healthequity, inc. 2.65%
Irhythm technologies inc 2.60%
Lantheus holdings, inc. 2.59%

Sectors

Sectors
Sectors Weight
Biotechnology/Medical 36.20%
Health Care 29.36%
Healthcare & Medical Products 22.41%
Pharmaceuticals 9.88%
Money Market 2.15%

World regions

World regions
Country Weight
USA 68.23%
Denmark 6.07%
UK 5.87%
Japan 5.03%
Ireland 3.13%
Netherlands 2.31%
Costa Rica 2.21%
Cash & Cash Equivalents 2.15%
Canada 2.01%
Sweden 1.29%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.