Polar Capital Funds PLC - Polar Capital Global Technology Fund R AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 10.5 | -32.1 | 44.4 | 17.2 |
![]() | +/-Cat | - | -4.4 | -3.9 | 13.0 | 9.2 |
![]() | +/-B’mrk | - | -21.7 | -8.0 | -1.0 | -3.2 |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 13/08/2024 | EUR 15.84 | |
Day Change | 2.59% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | IE00BM95B621 | |
Fund Size (Mil) 12/08/2024 | USD 6269.12 | |
Share Class Size (Mil) 13/08/2024 | EUR 18.15 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/05/2022 | 1.62% |
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 R Acc |
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 30/06/2020 |
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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 R Acc | 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 R Acc |