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 | |
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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. |
Returns | ||||||||||||||||
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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 | % |
![]() | ![]() | 7.94 |
![]() | ![]() | 5.50 |
![]() | ![]() | 4.37 |
![]() | ![]() | 3.67 |
![]() | ![]() | 2.80 |
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Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income |