Investment Trusts

Polar Capital Global Healthcare Trust

PCGH:LSE

Polar Capital Global Healthcare Trust

  • Price (GBX)417.00
  • Today's Change0.00 / 0.00%
  • Shares traded458.26k
  • 1 Year change9.45%
  • Beta0.5891
Data delayed at least 20 minutes, as of Feb 06 2026 16:04 GMT.
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Profile data is unavailable for this security.

About the company

Polar Capital Global Healthcare Trust Plc is an investment trust. The Company's 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 geography, industry subsector and investment size. Stock selection is central to the process, looking to identify companies where there is a disconnect between valuations and the near and medium-term growth drivers. The Company is focused primarily on healthcare companies with resilient and medium-term growth profiles. It also has the opportunity to invest in earlier-stage companies. It invests in various sectors, including pharmaceuticals, managed healthcare, healthcare equipment, healthcare services, healthcare supplies, life sciences tools & services. The Company’s investment manager and alternative investment fund manager is Polar Capital LLP.

  • Revenue in GBP (TTM)-23.48m
  • Net income in GBP-28.05m
  • Incorporated2010
  • Employees0.00
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Profile

Management group(s)Polar Capital LLP
AIC sectorBiotechnology & Healthcare
ISINGB00B6832P16
Launch date15 Jun 2010
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

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

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Pensionbee Group PLC36.69m-4.52m383.03m193.00383.03m193.00
Polar Capital Global Fincls Trust PLC110.56m99.29m383.17m0.00383.17m0.00
Schroder Japan Trust PLC25.27m20.97m389.31m0.00389.31m0.00
Lowland Investment Company PLC63.26m58.56m390.45m0.00390.45m0.00
AVI Japan Opportunity Trust PLC52.30m48.69m394.07m0.00394.07m0.00
CT Private Equity Trust PLC43.90m30.67m396.84m0.00396.84m0.00
Aberdeen Asian Income Fund Ltd24.04m17.05m397.62m0.00397.62m0.00
Fidelity Asian Values PLC51.82m43.37m400.54m0.00400.54m0.00
Polar Capital Global Healthcare Trst PLC-23.48m-28.05m407.70m0.00407.70m0.00
European Opportunities Trust PLC-17.15m-27.92m410.60m0.00410.60m0.00
Gresham House Energy Storage Fund PLC-489.29k-8.27m412.57m24.00412.57m24.00
Invesco Bond Income Plus Ltd31.85m26.68m423.13m0.00423.13m0.00
Ashoka India Equity Investment Trust PLC28.01m-1.05m425.83m0.00425.83m0.00
Mortgage Advice Bureau (Holdings) PLC290.80m19.02m425.88m936.00425.88m936.00
Tatton Asset Management PLC49.34m17.00m434.02m113.00434.02m113.00
Pacific Assets Trust plc-20.87m-25.18m436.48m0.00436.48m0.00
Data as of Feb 06 2026. Currency figures normalised to Polar Capital Global Healthcare Trust's reporting currency: UK Pound GBX

Institutional shareholders

66.03%Per cent of shares held by top holders
HolderShares% Held
Rathbones Investment Management Ltd.as of 10 Dec 202516.29m17.27%
Raymond James Wealth Management Ltd. (Investment Management)as of 30 Sep 20246.11m6.47%
Schroder Investment Management Ltd.as of 30 Sep 20246.05m6.42%
Brewin Dolphin Ltd.as of 30 Sep 20246.04m6.40%
City of London Investment Management Co. Ltd.as of 30 Sep 20246.02m6.38%
TrinityBridge Ltd.as of 10 Dec 20255.67m6.01%
Canaccord Genuity Wealth Ltd.as of 10 Dec 20254.88m5.17%
Quilter Cheviot Ltd.as of 30 Sep 20244.81m5.10%
J. M. Finn & Co. Ltd.as of 01 Nov 20254.14m4.39%
Merrill Lynch International (Investment Management)as of 01 Nov 20252.27m2.41%
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Data from 31 Jan 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
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