Polar Capital Global Healthcare Trust – executive interview

Polar Capital Global Healthcare Trust (PCGH) is a London-listed investment trust focused on the global healthcare sector. It is benchmarked against the MSCI All Country World Index and the MSCI World Health Care Index. The investment team was established in 2007 and includes fund managers who previously held senior roles in the healthcare industry before managing money in the sector. The trust takes a high-conviction approach, aiming to generate capital growth by investing in a diversified portfolio of worldwide healthcare companies. PCGH has a relatively conservative investment profile (c 25–60 stocks) made up of global, high-quality healthcare giants (c 80% of the portfolio) and innovative small-cap names (c 20% of the portfolio).

In this video, we talk to James Douglas, PhD, fund manager at PCGH, who provides an overview of the trust. We also discuss some key themes in the current healthcare landscape, including AI, the result of the recent US presidential election and outlook for the sector as we move into 2025. For more insights into the healthcare sector, please explore our recent thematic report on healthcare-focused investment companies.