Polar Capital Global Healthcare Trust plc (PCGH.L)
Polar Capital Global Healthcare Trust plc is a closed ended equity mutual fund launched and managed by Polar Capital LLP. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, with an emphasis on companies involved in pharmaceuticals, medical services, medical devices, and biotechnology. The fund primarily invests in dividend paying growth stocks of large-cap companies having a market capitalization greater than US $5 billion. It employs fundamental analysis with a bottom up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the MSCI ACWI/Health Care Index. It was formerly known as Polar Capital Global Healthcare Growth and Income Trust plc. Polar Capital Global Healthcare Trust plc was formed on May 12, 2010 and is domiciled in the United Kingdom.
Company Info
| ISIN | GB00B6832P16 |
|---|---|
| Sector | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £451.12M |
|---|---|
| EPS (TTM) | £0.09 |
| PE Ratio | 5.81 |
| Total Revenue (TTM) | £73.19M |
| Gross Profit (TTM) | £70.70M |
| EBITDA (TTM) | £70.24M |
| Year Range | £292.61 - £402.00 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: PCGH.L vs. HTGC, PCGH.L vs. GXLV.L, PCGH.L vs. UNH, PCGH.L vs. PGR, PCGH.L vs. XDWH.L, PCGH.L vs. GXLK.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Polar Capital Global Healthcare Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Polar Capital Global Healthcare Trust plc had a return of 13.48% year-to-date (YTD) and 26.94% in the last 12 months. Over the past 10 years, Polar Capital Global Healthcare Trust plc had an annualized return of 9.40%, while the S&P 500 had an annualized return of 11.05%, indicating that Polar Capital Global Healthcare Trust plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.48% | 21.24% |
| 1 month | -1.46% | 0.55% |
| 6 months | 1.40% | 11.47% |
| 1 year | 26.94% | 32.45% |
| 5 years (annualized) | 12.29% | 13.43% |
| 10 years (annualized) | 9.40% | 11.05% |
Monthly Returns
The table below presents the monthly returns of PCGH.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.85% | 7.31% | 1.35% | -3.20% | -1.10% | 5.85% | 0.79% | 4.50% | -5.76% | -1.33% | 13.48% | ||
| 2023 | -2.10% | 0.33% | -2.76% | 5.05% | -0.60% | -0.00% | -1.81% | 1.23% | -2.74% | -5.96% | 3.00% | 6.80% | -0.26% |
| 2022 | -9.92% | 1.99% | 6.57% | 1.33% | 0.66% | -0.98% | 5.28% | 0.32% | -1.25% | 1.59% | 3.44% | 0.60% | 9.02% |
| 2021 | 2.88% | -5.82% | 3.20% | 8.68% | -1.90% | 4.26% | 2.23% | 5.29% | -0.17% | 2.60% | -1.52% | 5.67% | 27.51% |
| 2020 | -2.52% | -8.20% | -7.55% | 21.43% | 5.88% | -5.95% | 2.53% | -2.28% | -1.48% | -3.00% | 3.98% | 3.40% | 2.99% |
| 2019 | 1.74% | 2.43% | 3.35% | -4.63% | -0.97% | 6.86% | 5.28% | -2.19% | -2.46% | -2.98% | 9.22% | 3.03% | 19.19% |
| 2018 | -0.73% | -5.91% | -4.19% | 3.55% | 5.01% | 3.02% | 5.38% | 3.26% | 0.45% | -4.93% | 6.84% | -11.04% | -1.00% |
| 2017 | -2.76% | 5.09% | 3.64% | -3.03% | 2.26% | 6.23% | -5.18% | 3.16% | -6.82% | 1.01% | 0.63% | 1.61% | 5.02% |
| 2016 | -2.21% | 1.06% | -3.57% | 6.17% | 0.00% | 5.81% | 5.09% | 0.33% | 1.37% | 3.60% | -8.06% | 5.13% | 14.58% |
| 2015 | 1.57% | 0.00% | 3.54% | -0.43% | -0.71% | -1.73% | 8.36% | -6.08% | -3.03% | 1.04% | 2.95% | -2.86% | 1.89% |
| 2014 | 3.41% | 7.80% | -5.31% | 4.58% | -3.41% | 1.93% | -1.73% | 0.52% | 3.84% | 1.53% | 2.62% | 3.01% | 19.65% |
| 2013 | 11.16% | -0.90% | 8.13% | 5.24% | -0.83% | -3.19% | 6.60% | -6.40% | 1.41% | 1.22% | -1.26% | -2.70% | 18.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PCGH.L is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Polar Capital Global Healthcare Trust plc (PCGH.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Polar Capital Global Healthcare Trust plc provided a 0.65% dividend yield over the last twelve months, with an annual payout of £0.02 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.02 | £0.02 | £0.02 | £0.02 | £0.02 | £0.02 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 |
Dividend yield | 0.65% | 0.64% | 0.60% | 0.65% | 0.86% | 0.84% | 0.50% | 0.01% | 0.02% | 0.02% | 0.02% | 2.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Polar Capital Global Healthcare Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.02 | |
| 2023 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2022 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2021 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2020 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2019 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2013 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.01 | £0.00 | £0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Polar Capital Global Healthcare Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Polar Capital Global Healthcare Trust plc was 33.84%, occurring on Mar 19, 2020. Recovery took 39 trading sessions.
The current Polar Capital Global Healthcare Trust plc drawdown is 6.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.84% | Jan 21, 2020 | 43 | Mar 19, 2020 | 39 | May 18, 2020 | 82 |
| -19.49% | Jun 23, 2017 | 205 | Apr 13, 2018 | 82 | Aug 9, 2018 | 287 |
| -18.97% | Jul 21, 2015 | 145 | Feb 12, 2016 | 97 | Jul 4, 2016 | 242 |
| -14.23% | May 23, 2023 | 118 | Nov 6, 2023 | 54 | Jan 24, 2024 | 172 |
| -13.8% | Dec 5, 2018 | 15 | Dec 27, 2018 | 148 | Jul 30, 2019 | 163 |
Volatility
Volatility Chart
The current Polar Capital Global Healthcare Trust plc volatility is 2.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Polar Capital Global Healthcare Trust plc.
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Income Statement
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