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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
- LocationPolar Capital Global Healthcare Trust16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 207 227 2700
- Fax+44 207 227 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
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Polar Capital Global Fincls Trust PLC | 110.56m | 99.29m | 378.29m | 0.00 | 7.11 | 1.09 | -- | 3.42 | 0.3269 | 0.3269 | 0.3642 | 2.13 | 0.1621 | -- | 10.48 | -- | 14.56 | 6.84 | 15.53 | 7.24 | 96.20 | 92.47 | 89.80 | 80.02 | -- | 25.16 | 0.1077 | 35.87 | 2,871.31 | 39.67 | 1,160.06 | 41.60 | -- | 1.33 |
| BlackRock Frontiers Investment Trust PLC | 53.85m | 43.63m | 382.58m | 0.00 | 8.77 | 1.16 | -- | 7.10 | 0.2305 | 0.2305 | 0.2845 | 1.75 | 0.1633 | -- | 15.61 | -- | 13.23 | 16.15 | 13.80 | 16.92 | 84.62 | 87.71 | 81.02 | 84.88 | -- | 980.06 | 0.00004 | 25.77 | 5.08 | -- | 0.5449 | -- | -- | 7.39 |
| Lowland Investment Company PLC | 63.26m | 58.56m | 397.05m | 0.00 | 6.78 | 1.09 | -- | 6.28 | 0.2661 | 0.2661 | 0.2592 | 1.66 | 0.1481 | -- | 28.28 | -- | 13.71 | 11.62 | 14.39 | 12.31 | 94.02 | 93.26 | 92.57 | 91.70 | -- | -- | 0.0756 | 34.58 | 1.42 | -- | 1.71 | -- | -- | 2.00 |
| AVI Japan Opportunity Trust PLC | 52.30m | 48.69m | 398.77m | 0.00 | 5.21 | 1.07 | -- | 7.63 | 0.3531 | 0.3531 | 0.3791 | 1.72 | 0.2179 | -- | 17.92 | -- | 20.29 | 8.14 | 21.93 | 8.74 | 96.15 | 90.68 | 93.11 | 87.15 | -- | -- | 0.1247 | 14.25 | 55.59 | 19.62 | 54.11 | 21.49 | -- | -- |
| Mortgage Advice Bureau (Holdings) PLC | 290.80m | 19.02m | 401.51m | 936.00 | 21.27 | 5.52 | 14.78 | 1.38 | 0.3254 | 0.3254 | 4.98 | 1.25 | 1.76 | -- | 21.41 | 310,682.70 | 11.58 | 12.45 | 18.84 | 19.58 | 30.17 | 28.48 | 6.57 | 6.83 | -- | -- | 0.2094 | 106.41 | 11.27 | 13.15 | 18.04 | 1.86 | 74.15 | 10.01 |
| Schroder Japan Trust PLC | 25.27m | 20.97m | 409.92m | 0.00 | 19.82 | 1.20 | -- | 16.22 | 0.1806 | 0.1806 | 0.2178 | 2.98 | 0.0707 | -- | 11.00 | -- | 5.86 | 10.56 | 6.03 | 10.97 | 89.39 | 93.79 | 82.96 | 89.96 | -- | -- | 0.00 | 24.41 | -61.29 | -- | -65.64 | -- | -- | 18.46 |
| Tatton Asset Management PLC | 49.34m | 17.00m | 410.72m | 113.00 | 24.55 | 7.30 | 22.73 | 8.32 | 0.2729 | 0.2729 | 0.7918 | 0.9179 | 0.803 | -- | 16.64 | 436,637.20 | 27.52 | 26.08 | 32.25 | 31.68 | -- | -- | 34.28 | 34.49 | -- | -- | 0.0128 | 71.25 | 23.10 | 16.22 | 24.92 | 14.05 | -2.22 | 14.63 |
| Polar Capital Global Healthcare Trst PLC | -23.48m | -28.05m | 410.91m | 0.00 | -- | 1.13 | -- | -- | -0.2313 | -0.2313 | -0.1936 | 3.70 | -0.0498 | -- | -- | -- | -5.95 | 6.11 | -6.05 | 6.28 | -- | 89.45 | -- | 83.34 | -- | -833.12 | 0.00 | 9.33 | -134.02 | -- | -144.67 | -- | -- | 1.92 |
| European Opportunities Trust PLC | 36.59m | 26.37m | 412.00m | 0.00 | 21.43 | 0.9147 | -- | 11.26 | 0.4121 | 0.4121 | 0.6621 | 9.65 | 0.0626 | -- | 14.48 | -- | 4.51 | 2.88 | 5.12 | 3.13 | 79.04 | 75.19 | 72.09 | 68.43 | -- | -- | 0.00 | 8.11 | -115.40 | -- | -128.36 | -- | -- | -10.59 |
| Fidelity Asian Values PLC | 51.82m | 43.37m | 412.02m | 0.00 | 10.19 | 1.07 | -- | 7.95 | 0.6337 | 0.6337 | 0.7509 | 6.05 | 0.1284 | -- | 16.67 | -- | 10.75 | 11.25 | 10.92 | 11.42 | 90.22 | 87.22 | 83.69 | 132.82 | -- | 48.87 | 0.00001 | 23.74 | 124.95 | 27.54 | 271.92 | -- | -- | 19.25 |
| Aberdeen Asian Income Fund Ltd | 24.04m | 17.05m | 414.72m | 0.00 | 25.92 | 1.18 | -- | 17.25 | 0.1123 | 0.1123 | 0.1595 | 2.46 | 0.0587 | -- | 4.69 | -- | 4.16 | 5.19 | 4.54 | 5.63 | 90.61 | 90.16 | 70.94 | 76.43 | -- | 11.13 | 0.0804 | 77.24 | 157.01 | -2.15 | 291.26 | -2.93 | -- | 9.30 |
| Gresham House Energy Storage Fund PLC | -489.29k | -8.27m | 418.26m | 24.00 | -- | 0.6824 | -- | -- | -0.0145 | -0.0145 | -0.0009 | 1.08 | -0.0008 | -- | -- | -20,387.08 | -1.34 | 3.14 | -1.34 | 3.15 | -- | 78.74 | -- | 70.83 | -- | -- | 0.00 | 127.55 | -7.04 | -- | -5.25 | -- | -- | -52.40 |
| Foresight Environmental Infrstrctr | 15.39m | 7.24m | 423.87m | 0.00 | 58.67 | 0.6495 | -- | 27.55 | 0.0116 | 0.0116 | 0.0241 | 1.05 | 0.0224 | -- | -- | -- | 1.05 | 7.96 | 1.05 | 7.99 | 58.76 | 88.58 | 47.04 | 86.31 | -- | -- | 0.00 | 77.98 | 255.68 | -- | 79.66 | -- | -- | 3.21 |
| Ashoka India Equity Investment Trust PLC | 28.01m | -1.05m | 426.68m | 0.00 | 42,000.00 | 0.9039 | -- | 15.24 | 0.00006 | 0.00006 | 0.1706 | 2.79 | 0.0579 | -- | 72.37 | -- | -0.2176 | 13.42 | -0.2187 | 13.62 | 42.89 | 90.56 | -3.76 | 72.12 | -- | -- | 0.00 | 0.00 | -75.39 | 126.29 | -101.09 | -- | -- | -- |
| JPMorgan India Growth & Income PLC | -88.99m | -87.77m | 435.15m | 0.00 | -- | 0.8753 | -- | -- | -1.88 | -1.88 | -1.96 | 11.08 | -0.125 | -- | -- | -- | -12.32 | 8.24 | -12.34 | 8.26 | -- | 94.41 | -- | 78.56 | -- | -- | 0.00 | 0.00 | -152.15 | -- | -168.95 | -- | -- | -- |
| Bluefield Solar Income Fund Ltd | -25.95m | -28.47m | 445.24m | 0.00 | -- | 0.6452 | -- | -- | -0.0481 | -0.0481 | -0.0436 | 1.17 | -0.0352 | -- | -- | -- | -3.87 | 5.89 | -3.87 | 5.89 | -- | -- | -- | -- | -- | -- | 0.00 | 65.76 | -250.14 | -- | -196.54 | -- | -- | 2.45 |
| Holder | Shares | % Held |
|---|---|---|
| Rathbones Investment Management Ltd.as of 06 Jan 2026 | 16.81m | 17.28% |
| Raymond James Wealth Management Ltd. (Investment Management)as of 06 Jan 2026 | 6.11m | 6.28% |
| Evelyn Partners Investment Management LLPas of 06 Jan 2026 | 6.08m | 6.25% |
| Schroder Investment Management Ltd.as of 30 Sep 2024 | 6.05m | 6.22% |
| Brewin Dolphin Ltd.as of 06 Jan 2026 | 6.04m | 6.21% |
| City of London Investment Management Co. Ltd.as of 06 Jan 2026 | 6.02m | 6.19% |
| TrinityBridge Ltd.as of 06 Jan 2026 | 5.67m | 5.83% |
| Canaccord Genuity Wealth Ltd.as of 06 Jan 2026 | 4.88m | 5.02% |
| Quilter Cheviot Ltd.as of 06 Jan 2026 | 4.81m | 4.94% |
| J. M. Finn & Co. Ltd.as of 01 Nov 2025 | 4.14m | 4.26% |
