Polar Capital reveals top healthcare holdings and exposures

Published 01/07/2025, 11:14 AM

LONDON - Polar Capital Global Healthcare Trust plc has disclosed its top ten equity holdings, alongside sector and geographic exposures as of December 31, 2024. The healthcare-focused investment trust reported that its largest holdings include prominent companies such as Eli Lilly & Co (NYSE:LLY), UnitedHealth Group (NYSE:UNH), and Novo Nordisk (NYSE:NVO) A/S, with these top ten equities comprising 47.5% of the portfolio.

The trust's investments are heavily weighted towards the pharmaceuticals sector, which represents 29.7% of the portfolio, followed by biotechnology and healthcare equipment sectors at 21.7% and 18.1%, respectively. Other sectors such as life sciences tools & services, managed healthcare, and healthcare supplies also form part of the investment mix.

Geographically, the United States holds the lion's share of the trust's investments at 45.8%, followed by Switzerland and Denmark, each with 10.3%. Other notable exposures include Japan, France, and Belgium, with the remainder of the portfolio spread across various other European countries and a minimal cash holding.

The trust's monthly factsheet, which includes a commentary by the investment manager, is expected to be available on the company's website by the 10th working day following the month's end. This recent announcement provides investors with insights into the trust's strategic positions at the end of the previous year, highlighting its focus on the healthcare sector and its geographical diversification.

The information is based on a press release statement and reflects the trust's portfolio position as it stood at the end of 2024, without suggesting future performance or strategic direction. Investors interested in the detailed breakdown of Polar Capital Global Healthcare Trust plc's portfolio can find the full listing on the company's website, although it should be noted that the website's content is not part of this announcement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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