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Polar Capital Global Technology I GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polar
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 £2,691 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 £40.61
Buy Price £40.61
Price Change -0.0738%
Price Date 20th August 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 4th September 2009
Fund Status OPEN
Nick Evans joined Polar Capital in September 2007. He has been lead manager of the Global Technology Fund since January 2008. Prior to joining Polar Capital, Nick was head of technology at AXA Framlington Investment Management, where he was lead manager of the AXA Framlington Global Technology Fund and the AXA World Fund (AWF) Global Technology Fund. Previously he spent 3 years at Hill Samuel Asset Management 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: 2.184%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund Performance +16.85% +29.63% +42.66% +21.34% +18.08% +14.57% +17.31% -6.16% +31.26%
Benchmark Performance
(Sector Equity Technology)
+4.55% +20.21% +38.03% +15.99% +19.07%
Time Period Cumulative Benchmark Performance
(Sector Equity Technology)
Fund Compared to Benchmark
1 day 1.09% -0.29% +1.39%
1 week 1.09% +3.06% -1.97%
1 month 0.62% -0.03% +0.65%
3 months 7.46% +4.44% +3.02%
6 months 15.36% +10.71% +4.65%
1 year 14.48% -1.71% +16.19%
3 years 98.73% +75.96% +22.77%
5 years 213.10% +111.94% +101.15%
10 years Currently unavailable +292.90% Currently unavailable
YTD 30.26% +16.48% +13.77%
Since inception 564.05% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 7.69%
Advanced Micro Devices Inc USA 3.28%
Alibaba Group Holding Ltd ADR CHN 3.06%
Alphabet Inc Class C USA 2.54%
Alphabet Inc A USA 2.53%
Facebook Inc A USA 2.52%
Amazon.com Inc USA 2.50%
Zendesk Inc USA 2.47%
Samsung Electronics Co Ltd KOR 2.42%
Tencent Holdings Ltd CHN 2.35%

Currently unavailable