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Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income
Fund13.932.634.79.027.2
+/-Cat5.34.69.412.32.5
+/-B’mrk3.1-0.48.45.5-6.6
 
Key Stats
NAV
16/10/2019
 USD 49.93
Day Change -1.12%
Morningstar Category™ Sector Equity Technology
ISIN IE00B42NVC37
Fund Size (Mil)
11/10/2019
 USD 3205.44
Share Class Size (Mil)
15/10/2019
 USD 2182.39
Max Initial Charge 5.00%
Ongoing Charge
18/02/2019
  1.16%
Morningstar Research
Analyst Report

Polar Capital Global Technology benefits from experienced managers backed by a well-resourced team.The approach is characterised by the managers' belief that they can add value by investing in companies offering new, disruptive technologies. This...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income
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)16/10/2019
YTD24.97
3 Years Annualised21.19
5 Years Annualised25.43
10 Years Annualised19.33
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Nick Evans
19/10/2001
Ben Rogoff
19/10/2001
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 I Income31/08/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.014.0789.95
Bond0.000.000.00
Property0.000.000.00
Cash10.050.0010.05
Other0.000.000.00
Top 5 Regions%
United States76.61
Asia - Emerging7.85
Japan6.87
Asia - Developed5.32
Eurozone2.50
Top 5 Sectors%
Technology85.17
Consumer Cyclical7.47
Financial Services3.86
Industrials2.62
Consumer Defensive0.46
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology8.74
Alibaba Group Holding Ltd ADRConsumer CyclicalConsumer Cyclical3.75
Alphabet Inc ATechnologyTechnology3.64
Alphabet Inc Class CTechnologyTechnology3.63
Facebook Inc ATechnologyTechnology3.15
Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income
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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