Lombard Odier and Polar Capital launch a fund focused on the healthcare sector
19 MAR, 2026
Bank Lombard Odier & Co has expanded the offering of its open architecture platform PrivilEdge with the addition of the PrivilEdge - Polar Capital Global Healthcare fund. This actively managed vehicle aims to capture the growth and innovation of the healthcare sector through a dynamic allocation between established large-cap leaders and cutting-edge biotech companies, with the stated goal of delivering superior returns and lower volatility than the MSCI World Healthcare.
Investment strategy and portfolio composition
The fund combines a high conviction approach in large-cap health sector with a diversified strategy in the biotech universe. Through a differentiated allocation among healthcare subsectors, the managers build a diversified portfolio of between 75 and 90 stocks that covers global health and biotech companies.
Stock selection is supported by a research-based process, with bottom-up fundamental analysis and a search for asymmetric opportunities, backed by global perspectives. The team's priority is alpha generation and the improvement of risk-adjusted returns.
Management team
The dedicated fund managers accumulate 150 years of combined experience in the healthcare sector and are supported by more than 50 investment professionals. The team operates under a boutique model that combines specialized and independent teams with a high-quality operational platform.
The PrivilEdge - Polar Capital Global Healthcare Fund joins Lombard Odier's own PrivilEdge platform, which provides access to top-tier managers and custom strategies according to portfolio needs. With over 30 funds and 9.4 billion Swiss francs in assets, PrivilEdge is a pillar of the entity's commitment to the care, preservation, and long-term growth of its clients' wealth.
We created PrivilEdge to offer our clients carefully selected access to some of the best external investment ideas in the market. The platform continues to evolve, strengthening our ability to offer investors diversified sources of return. This new healthcare sector fund gives clients an option to invest in a differentiated and dynamic allocation within the sector.
Maxime Perrin, Head of Open Architecture at Lombard Odier
The healthcare sector continues to be one of the most attractive areas of structural growth worldwide, driven by innovation, demographic trends, and a sustained demand for better outcomes. With this strategy, we combine our high conviction approach towards the established leaders of the sector with our deep expertise in biotechnology to identify opportunities across the entire market capitalization spectrum. We are delighted to partner with Lombard Odier to make our specialized capabilities in the health sector available to the clients of the PrivilEdge platform.
Gareth Powell, main manager of the PrivilEdge - Polar Capital Global Healthcare Fund
