Polar Capital Funds PLC - Polar Capital Global Technology Fund I GBP Hedged IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 55.6 | 9.4 | -41.3 | 52.6 | 17.9 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | GBP 40.64 | |
Day Change | 2.83% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Technology and Technology Innovation | |
ISIN | IE00BW9HD621 | |
Fund Size (Mil) 12/08/2024 | USD 6269.12 | |
Share Class Size (Mil) 12/08/2024 | GBP 136.54 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/05/2022 | 1.12% |
Investment Objective: Polar Capital Funds PLC - Polar Capital Global Technology Fund I GBP Hedged 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 30/03/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
DJ Global Technology TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Funds PLC - Polar Capital Global Technology Fund I GBP Hedged Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.37 |
![]() | ![]() | 5.44 |
![]() | ![]() | 5.19 |
![]() | ![]() | 4.24 |
![]() | ![]() | 4.19 |
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Polar Capital Funds PLC - Polar Capital Global Technology Fund I GBP Hedged Income |