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Polar Capital Global Technology I GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar Capital
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 B42W4J8
ISIN IE00B42W4J83
Fund code POGTU
Managers Nick Evans
Manager Tenure 11 years
Morningstar Category Sector Equity Technology
IMA Sector Technology and Telecommunications
Fund Size £2,586 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 1.16%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £37.28
Buy Price £37.28
Price Change +0.5936%
Price Date 21st May 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 4th September 2009
Fund Status OPEN
Nick joined Polar Capital in September 2007 and has eleven years experience as a technology specialist. He has been lead manager of the Polar Capital Global Technology Fund since January 2008. He was previously Head of Technology at AXA Framlington and Citywire A rated. He was lead manager of the AXA Framlington Global Technology Fund and the AXA World Fund (AWF) Framlington Global Technology (both rated five stars by S&P) between Aug 2001 and July 2007. Prior to this he spent three years as a Pan European Investment Manager and Technology Analyst at Hill Samuel Asset Management. Nick graduated from Hull University with a degree in economics.

3-year Mean Monthly Return: 2.719%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund Performance +23.11% +21.16% +56.80% +1.43% +25.18% +14.35% +3.47% +0.68% +26.23%
Benchmark Performance
(Sector Equity Technology)
+10.81% +11.75% +52.17% -3.92% +26.17%
Time Period Cumulative Benchmark Performance
(Sector Equity Technology)
Fund Compared to Benchmark
1 day -2.01% -0.02% -0.53%
1 week 1.53% +0.14% +1.48%
1 month -2.29% -3.91% +1.66%
3 months 5.46% +4.31% +1.47%
6 months 20.36% +13.36% +5.84%
1 year 13.44% +0.43% +12.01%
3 years 136.96% +84.21% +53.10%
5 years 223.39% +119.78% +103.95%
10 years Currently unavailable +269.57% Currently unavailable
YTD 18.78% +14.72% +4.12%
Since inception 505.56% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 7.27%
Alibaba Group Holding Ltd ADR CHN 3.65%
Alphabet Inc Class C USA 3.55%
Alphabet Inc A USA 3.52%
Advanced Micro Devices Inc USA 2.90%
Amazon.com Inc USA 2.74%
Zendesk Inc USA 2.67%
Tencent Holdings Ltd CHN 2.65%
ServiceNow Inc USA 2.57%
PayPal Holdings Inc USA 2.39%

Currently unavailable