Polar Capital Funds PLC - Polar Capital Global Technology Fund Income (GBP)Register to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.4 | 31.9 | 52.8 | 10.6 | -19.7 |
![]() | +/-Cat | 12.8 | 1.8 | 9.1 | -4.4 | -1.2 |
![]() | +/-B’mrk | 5.9 | -10.0 | 13.5 | -20.5 | -5.1 |
Category: Sector Equity Technology | ||||||
Category Benchmark: MSCI World/Information Tech... |
Key Stats | ||
NAV 25/05/2022 | GBP 56.79 | |
Day Change | 1.81% | |
Morningstar Category™ | Sector Equity Technology | |
IA (formerly IMA) Sector | Technology and Technology Innovations | |
ISIN | IE0030772382 | |
Fund Size (Mil) 20/05/2022 | USD 5331.79 | |
Share Class Size (Mil) 24/05/2022 | USD 76.91 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 10/02/2022 | 1.60% |
Morningstar Research |
Analyst Report |
Polar Capital Global Technology benefits from an experienced and proficient lead manager backed by a well-resourced team. The team has continued to demonstrate consistency in its established approach and strength in its thematic and... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | High |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Technology Fund Income (GBP) |
The investment objective of the Fund is long term capital appreciation by way of investing in a globally diversified portfolio of technology companies. Although the Fund may receive income in the form of dividends, interest and from other sources, income is not a primary consideration. The Fund will invest at least 51% of its gross assets on a continuous basis directly in Equity Participations. The Fund will invest at least two thirds of its total assets in technology-related companies worldwide. The Fund will take a geographically diversified approach and operate within broad asset allocation ranges, but there are no specified limits on investing in any geographical region or single country. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nick Evans 19/10/2001 | ||
Ben Rogoff 19/10/2001 | ||
Click here to see others | ||
Inception Date 19/10/2001 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
DJ Global Technology TR USD | MSCI World/Information Tech NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Polar Capital Funds PLC - Polar Capital Global Technology Fund Income (GBP) | 31/01/2022 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 7.21 |
![]() | ![]() | 5.72 |
![]() | ![]() | 3.84 |
![]() | ![]() | 3.81 |
![]() | ![]() | 3.38 |
![]() | ||
![]() ![]() ![]() | ||
Polar Capital Funds PLC - Polar Capital Global Technology Fund Income (GBP) |