Polar Capital Funds PLC - Polar Capital Global Technology Fund I IncomeRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | 9.0 | 33.2 | 54.2 | 11.1 | -26.9 |
| +/-Cat | 12.3 | 3.1 | 10.5 | -3.9 | -2.0 |
| +/-B’mrk | 5.5 | -8.7 | 14.9 | -19.9 | -5.3 |
| Category: Sector Equity Technology | ||||||
| Category Benchmark: MSCI World/Information Tech... | ||||||
| Key Stats | ||
| NAV 05/07/2022 | USD 63.93 | |
| Day Change | 3.62% | |
| Morningstar Category™ | Sector Equity Technology | |
| ISIN | IE00B42NVC37 | |
| Fund Size (Mil) 30/06/2022 | USD 4869.55 | |
| Share Class Size (Mil) 01/07/2022 | USD 2677.69 | |
| Max Initial Charge | 5.00% | |
| Ongoing Charge 09/05/2022 | 1.12% | |
| 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 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 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. |
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| 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 Benchmark | Morningstar Benchmark |
| DJ Global Technology TR USD | MSCI World/Information Tech NR USD |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income | 31/05/2022 |
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| Top 5 Holdings | Sector | % |
 Microsoft Corp |  Technology | 7.94 |
| Apple Inc | Technology | 5.50 |
 Advanced Micro Devices Inc | Technology | 4.37 |
| Taiwan Semiconductor Manufacturi...
| Technology | 3.67 |
| Alphabet Inc Class A |  Communication Services | 2.80 |
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Increase Decrease  New since last portfolio | ||
| Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income | ||
