Polar Capital Technology Trust

Polar Capital Technology Trust
Polar Capital LLP
Closed Ended Investment Company
Technology & Media
0.95 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
DJ Global Technology TR USD
Fund Size
£ 3.01 billion
Discount Premium
To maximise capital growth for shareholders through investment in a broadly diversified international portfolio of technology stocks around the world. The Manager may use financial derivatives to help achieve the investment objective and to manage exposure to risk.
Holding %
Microsoft Corp 10.25 %
Apple Inc 7.30 %
Facebook Inc A 4.14 %
Alphabet Inc Class C 3.95 %
Alphabet Inc A 3.90 %
Alibaba Group Holding Ltd ADR 3.77 %
Tencent Holdings Ltd 3.22 %
Amazon.com Inc 3.10 %
Samsung Electronics Co Ltd 2.52 %
Advanced Micro Devices Inc 2.18 %
Region %
United States 75.10 %
Asia - Emerging 7.61 %
Japan 6.58 %
Asia - Developed 6.24 %
Sector %
Technology 63.24 %
Communication Services 21.99 %
Consumer Cyclical 8.06 %
Polar Capital LLP
SW1E 5JD, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Fatima Lu
Joined 04/30/2018

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.

Xuesong Zhao
Joined 05/01/2012
Ben Rogoff
Joined 05/01/2006

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 12/30/2005

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.

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