Polar Capital Funds PLC - Polar Capital Global Technology Fund IncomeRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 52.8 | 10.6 | -32.0 | 44.4 | 16.5 | |
+/-Cat | 9.1 | -4.4 | -3.9 | 13.0 | 7.3 | |
+/-B’mrk | - | -21.7 | -8.0 | -1.0 | -2.8 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 08/10/2024 | USD 119.50 | |
Day Change | 1.06% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | IE0030772275 | |
Fund Size (Mil) 07/10/2024 | USD 6730.46 | |
Share Class Size (Mil) 07/10/2024 | USD 106.66 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/06/2024 | 1.61% |
Morningstar Research |
Analyst Report | 02/02/2024 Jack Fletcher-Price, Associate Analyst Morningstar, Inc |
Polar Capital Global Technology continues to benefit from the best-in-class team and a consistent process. Although we retain both the People and Process Pillar ratings at High and Above Average, respectively, changes in the competitive landscape... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Technology Fund 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 19/10/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
DJ Global Technology TR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital Global Technology Fund Income | 31/08/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 9.06 |
Meta Platforms Inc Class A | Communication Services | 6.24 |
Taiwan Semiconductor Manufacturi... | Technology | 5.53 |
Broadcom Inc | Technology | 4.64 |
Apple Inc 15 Nov 2024 C245 Option | 3.59 | |
Increase Decrease New since last portfolio | ||
Polar Capital Funds PLC - Polar Capital Global Technology Fund Income |