Polar Capital Global Healthcare (PCGH) has delivered strong returns and outperformed its benchmark, despite challenges including concerns over Donald Trump’s policies and strong gains in other sectors like technology. Shareholders showed confidence in the trust by backing its package of measures in November (which we covered in our last note here).
Since our last update, PCGH’s managers have made notable changes to sector weightings, especially by reducing exposure to healthcare equipment. They remain confident in the fundamental long-term strength of the healthcare sector.
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