Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income GBP

Name
Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income GBP
Manager
Polar Capital LLP
Type
Open Ended Investment Company
ISIN
IE00B42W4J83
Sector
Technology and Telecommunications
Launched
04/09/2009
OCF
1.16 %
Risk Rating
4
3 Year Sharpe
1.24
3 Year Alpha
1.22
Yield
0 %
Benchmark
DJ Global Technology TR USD
The investment objective of the Fund is long term capital appreciation by way of investing in a globally diversified portfolio of technology companies. Although the Fund may receive income in the form of dividends, interest and from other sources, income is not a primary consideration. The Fund will invest at least two thirds of its total assets in technology-related companies worldwide. The Fund will take a geographically diversified approach and operate within broad asset allocation ranges, but there are no specified limits on investing in any geographical region or single country.
Holding %
Microsoft Corp 8.87 %
Alphabet Inc A 3.75 %
Alphabet Inc Class C 3.75 %
Apple Inc Call Option 225 January 2020 3.70 %
Apple Inc 3.67 %
Alibaba Group Holding Ltd ADR 3.20 %
Facebook Inc A 3.16 %
Option on NASDAQ 100 PR USD 3.01 %
Samsung Electronics Co Ltd 2.95 %
Advanced Micro Devices Inc 2.65 %
Region %
United States 75.53 %
Asia - Emerging 7.47 %
Japan 7.36 %
Asia - Developed 6.34 %
Sector %
Technology 87.31 %
Consumer Cyclical 6.20 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Fatima Lu
Joined 09/20/2019

Fatima joined the Polar Capital Technology team in April 2006. She is responsible for the coverage of European Technology, Global Security, Networking, Clean Energy and Medical Technology. Prior to joining Polar, Fatima spent 18 months working at Citigroup Asset Management with a focus on consumer products and pharmaceuticals. Fatima holds an MSc in Medicinal Chemistry from Imperial College of Science & Technology in London. She is also a CFA Charterholder.

Ben Rogoff
Joined 10/19/2001

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.

Nick Evans
Joined 10/19/2001

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.

Data provided by Morningstar.

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