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Polar Capital Global Technology

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Polar Capital Global Technology I GBP
Select Performance Currency
Pound Sterling
  • What is the Fund’s objective?

    The Fund aims to achieve long-term capital appreciation through investing in a globally-diversified portfolio of technology companies.

    How does FE rate this fund?

    • No FE Alpha managers
    • Not included in the AFI

    Who manages this fund?

    Ben Rogoff Since 01-May-2003

    Ben joined Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc and is also joint...


    Nick Evans Since 01-Sep-2007

    Nick joined Polar Capital in September 2007. He has been lead manager of the Polar Capital Global Technology Fund since...


  • How has this fund performed?

    Cumulative Performance chart

    View event history

    Cumulative Performance as at 18/08/2017
        3m 6m 1yr 3yrs 5yrs
    Polar Capital Global Technology I GBP +6.0 +12.3 +32.2 +108.3 +172.7
    IA Technology & Telecommunications +4.8 +8.8 +24.7 +73.9 +118.9

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    How does this fund compare against other funds in IA Technology & Telecommunications?

    Quartile Ranking

        1y 3y
    ? Position 3 / 16 2 / 13
    ? Quartile 1 1

    Ranking is for the main unit within the sector View other funds in this sector

    Other Rating

    Morningstar Analyst

    Ratio Info

        1y 3y
    ? Volatility 11.16 14.00
    ? Alpha 0.28 6.68
    ? Beta 1.20 1.02
    ? Sharpe 2.77 1.80
    ? Info Ratio 1.46 1.30
    ? R2 0.93 0.85
    ? Quartiles:1 2 3 4

    Risk Score

    FE Risk scores allow you to see how risky a fund is in comparison with the FTSE 100.

    This fund: 151
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 5.00%
    Annual 1.00%
    ? OCF 1.16%
    ? Performance Fee 10%
    Minimum Investment?
    Initial £ 1,000,000
    Additional n/a
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    Polar Capital Global Technology I GBP INC GBP 26.70 17 Aug 2017 n/a G5V6 B42W4J8 IE00B42W4J83

    Change the share class at the top of the page to see details of other share classes for this fund.

  • What does this fund invest in?

    Asset Class Breakdown (30 Jun 2017)

    Rank Asset %    
    1 North American Equities 65.07
    2 Asia Pacific ex Japan Equities 13.30
    3 Japanese Equities 8.86
    4 Cash 5.70
    5 European Equities 5.28
    6 Middle East & African Equities 1.79

    Top Holdings (30 Jun 2017)

    Rank Largest Holdings %  
    1 FACEBOOK INC 4.11
    2 APPLE INC 3.27
    4 ALPHABET INC 2.99
    5 ALPHABET INC 2.98
    7 AMAZON.COM INC 2.74
    10 ZENDESK INC 2.32
  • Additional Information

    Additional Information

    Legal Structure: OEIC
    Own ISA wrapper: YES help with ISA
    Trustee / Depositary: Northern Trust Fiduciary Services (Ireland) Limited
    Registrar: Northern Trust International Fund Administration S
    Multi-Manager: NO
    Dividend policy: Jan 01 (Final)
    Fund size: £1,190.9m / $1,531.9m (28-Jul-17)
    Unit Launch: 04-Sep-2009
    Fund Launch: 19-Oct-2001
    Savings plan: NO
    Pricing times: 16:00
    Dealing times: Daily 17:00 (Dublin time)
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    16 Palace Street, London, London, SW1E 5JD

    020 7227 2799 (Fax Number)
    020 7227 2721 (Main Number)

Initial Charges: max.;

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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