Polar Capital Funds PLC - Polar Capital Global Technology Fund R Income (GBP)

Performance History31/12/2020
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Polar Capital Global Technology Fund R Income (GBP)
Fund31.934.68.432.653.7
+/-Cat---2.410.0
+/-B’mrk-1.08.35.0-9.314.4
 
Key Stats
NAV
13/01/2021
 GBP 63.13
Day Change 0.35%
Morningstar Category™ Sector Equity Technology
IA (formerly IMA) Sector Technology and Telecommunications
ISIN IE00B42N8Z54
Fund Size (Mil)
08/01/2021
 USD 9166.74
Share Class Size (Mil)
13/01/2021
 USD 2377.13
Max Initial Charge 5.00%
Ongoing Charge
18/02/2020
  1.63%
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
PeopleHigh
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Technology Fund R 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 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
Trailing Returns (GBP)13/01/2021
YTD3.76
3 Years Annualised29.81
5 Years Annualised34.77
10 Years Annualised19.84
12 Month Yield -
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Nick Evans
19/10/2001
Ben Rogoff
19/10/2001
Click here to see others
Inception Date
04/09/2009
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
DJ Global Technology TR USDMSCI World/Information Tech NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Polar Capital Funds PLC - Polar Capital Global Technology Fund R Income (GBP)30/11/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.530.0393.49
Bond0.000.000.00
Property0.000.000.00
Cash6.510.006.51
Other0.000.000.00
Top 5 Regions%
United States72.03
Asia - Developed9.16
Asia - Emerging6.95
Japan6.23
Eurozone3.99
Top 5 Sectors%
Technology57.25
Communication Services20.32
Consumer Cyclical13.15
Financial Services3.93
Industrials3.62
Top 5 HoldingsSector%
Apple IncTechnologyTechnology4.42
Facebook Inc ACommunication ServicesCommunication Services4.35
Alphabet Inc Call Option 1800 Ja... 3.67
Microsoft CorpTechnologyTechnology3.39
Samsung Electronics Co LtdTechnologyTechnology3.14
Polar Capital Funds PLC - Polar Capital Global Technology Fund R Income (GBP)

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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