Polar Capital Global Healthcare Trust to remove fixed life structure

Published 12/09/2025, 07:34
Polar Capital Global Healthcare Trust to remove fixed life structure

LONDON - Polar Capital Global Healthcare Trust PLC (LON:PCGH) announced Friday it plans to remove its fixed life structure and implement a new framework that includes periodic tender offers to shareholders, according to a company press release.

The investment trust’s board intends to propose a corporate reorganization ahead of its next annual general meeting, which would typically occur in early 2026. Under the draft proposals, the company will replace its fixed life structure with an obligation to offer a 100 percent tender offer to shareholders by March 31, 2031, and every five years thereafter.

The board stated it has consulted with key shareholders and found "positive appetite and support" for the company’s continuation. Shareholders who do not wish to continue their investment will be offered a 100 percent tender offer as part of the proposals.

The trust’s overall investment strategy will remain unchanged, focusing on delivering long-term capital growth through diversified global healthcare stocks. The portfolio will maintain its multi-cap approach with the majority of assets invested in large-cap companies, while allowing up to 30 percent investment in small/mid-cap companies with market capitalizations below $10 billion.

The company also announced fee structure changes, eliminating the performance fee component and introducing a tiered management fee structure. The new fees will be 0.70 percent annually on the first £500 million and 0.65 percent on amounts above that threshold, based on the lower of market capitalization and net asset value.

Other aspects of the trust will remain largely unchanged, including its dividend policy focused on capital growth, and its gearing policy limiting borrowing to a maximum of 15 percent of net asset value.

The final proposals will be detailed in a forthcoming circular to shareholders, who will vote on the changes at a general meeting.

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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