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Polar Capital Automation & Artificial Intelligence Fund I GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderPolar Capital LLP
Fund SummaryThe 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 codeBF0GL54
ISINIE00BF0GL543
Fund codePOAAI
ManagersBen Rogoff, Nick Evans, Xuesong Zhao
Manager Tenure3 years
Morningstar CategorySector Equity Technology
IMA SectorGlobal
Fund Size£458 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)1.74%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£11.5400
Buy Price£11.5400
Price Change-1.4517%
Price Date23rd September 2020
YieldCurrently unavailable
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date11th November 2019
Fund StatusOPEN
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 Returns20192018
Fund Performance+26.28%+10.71%
Benchmark Performance
(Sector Equity Technology)
+28.85%+5.92%
Time PeriodCumulativeBenchmark Performance
(Sector Equity Technology)
Fund Compared to Benchmark
1 day-1.45%+28.08%-29.53%
1 week-0.52%-1.04%+0.52%
1 month1.14%+6.27%-5.13%
3 months4.53%+42.18%-37.65%
6 months40.90%+34.14%+6.76%
1 year27.09%+16.03%+11.06%
3 yearsCurrently unavailableCurrently unavailableCurrently unavailable
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD19.09%-1.07%+20.16%
Since inception14.77%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Microsoft CorpUSA4.60%
Amazon.com IncUSA4.45%
NVIDIA CorpUSA2.52%
Advanced Micro Devices IncUSA2.45%
Rockwell Automation IncUSA2.33%
Taiwan Semiconductor Manufacturing Co LtdTWN2.27%
Netflix IncUSA2.18%
Alphabet Inc AUSA2.15%
PayPal Holdings IncUSA2.13%
Tokyo Electron LtdJPN2.05%

Currently unavailable