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Polar Capital Automation & Artificial Intelligence Fund I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital LLP
Fund Summary The objective of the Fund is to achieve long term capital appreciation by primarily investing in a globally diversified portfolio of companies exposed to automation and artificial intelligence.
SEDOL code BF0GL54
Fund code POAAI
Managers Ben Rogoff, Nick Evans, Xuesong Zhao
Manager Tenure 3 years
Morningstar Category Sector Equity Technology
IMA Sector Global
Fund Size £331 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 1.74%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £10.3900
Buy Price £10.3900
Price Change -0.3835%
Price Date 21st May 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 11th November 2019
Fund Status OPEN
Ben joined Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc and is also joint manager of the Polar Capital Global Technology Fund. He has been a technology specialist for 22 years. Prior to joining Polar Capital he began his career in fund management at CMI, as a global technology analyst. He moved to Aberdeen Fund Managers in 1998 where he spent four years as a senior technology manager. Ben graduated from St Catherine’s College, Oxford in 1995.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2019 2018
Fund Performance +5.47% +10.32%
Benchmark Performance
(Sector Equity Technology)
+3.51% +10.31%
Time Period Cumulative Benchmark Performance
(Sector Equity Technology)
Fund Compared to Benchmark
1 day -0.38% +10.65% -11.03%
1 week 4.00% +12.23% -8.22%
1 month 12.20% +3.66% +8.54%
3 months 2.97% +13.41% -10.44%
6 months 11.48% +26.40% -14.92%
1 year 25.18% +13.43% +11.75%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 7.22% +2.58% +4.64%
Since inception 12.27% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 5.30%
Amazon.com Inc USA 3.52%
Alphabet Inc A USA 3.00%
Atlas Copco AB A SWE 2.88%
Alibaba Group Holding Ltd ADR CHN 2.75%
NVIDIA Corp USA 2.60%
Taiwan Semiconductor Manufacturing Co Ltd TWN 2.37%
Shin-Etsu Chemical Co Ltd JPN 2.32%
Advanced Micro Devices Inc USA 2.29%
Keyence Corp JPN 2.19%

Currently unavailable