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Polar Capital Global Technology Fund I Hedged

  • 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 way of investing in a globally diversified portfolio of technology companies
SEDOL code BW9HD62
ISIN IE00BW9HD621
Fund code POTII
Managers Nick Evans, Ben Rogoff, Fatima Lu
Manager Tenure 19 years
Morningstar Category Other Equity
IMA Sector Technology and Telecommunications
Fund Size £2,147 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 1.13%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £29.8300
Buy Price £29.8300
Price Change -1.8749%
Price Date 23rd September 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 18th May 2020
Fund Status OPEN
Nick joined Polar Capital in September 2007 and has 19 years’ experience as a technology specialist. He has been lead manager of the Polar Capital Global Technology Fund since January 2008. Prior to joining Polar he was head of technology at AXA Framlington and lead manager of the AXA Framlington global technology fund and the AXA world fund (AWF) – global technology from 2001 to 2007 (both rated five stars by S&P). He also spent three years as a Pan-European investment manager and technology analyst at Hill Samuel Asset Management. Nick has a degree in Economics from Hull University.

3-year Mean Monthly Return: 2.222%

Annual Returns 2019 2018 2017 2016 2015
Fund Performance +33.79% +10.70% +29.37% +37.50% +2.46%
Benchmark Performance
(Other Equity)
Time Period Cumulative Benchmark Performance
(Other Equity)
Fund Compared to Benchmark
1 day -1.88% Currently unavailable Currently unavailable
1 week -1.68% Currently unavailable Currently unavailable
1 month -2.52% Currently unavailable Currently unavailable
3 months 7.92% Currently unavailable Currently unavailable
6 months 56.42% Currently unavailable Currently unavailable
1 year 44.53% Currently unavailable Currently unavailable
3 years 24.39% Currently unavailable Currently unavailable
5 years 25.66% Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 31.29% Currently unavailable Currently unavailable
Since inception 22.04% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Apple Inc Call Option 400 September 2020 5.48%
Apple Inc USA 4.25%
Microsoft Corp USA 3.67%
Tencent Holdings Ltd CHN 3.60%
Advanced Micro Devices Inc USA 3.53%
Alibaba Group Holding Ltd ADR CHN 3.42%
Facebook Inc A USA 3.36%
PayPal Holdings Inc USA 2.86%
Amazon.com Inc USA 2.80%
Netflix Inc USA 2.36%

Currently unavailable