Factsheet: Polar Capital Technology Ord

Name
Polar Capital Technology Ord
Manager
Polar Capital LLP
Type
Closed Ended Investment Company
ISIN
GB0004220025
Sector
Sector Specialist: Tech Media & Telecomm
Launched
16/12/1996
OCF
1.01 %
Risk Rating
3
3 Year Sharpe
1.24
3 Year Alpha
2.83
Yield
0 %
Benchmark
DJ Global Technology TR USD
Fund Size
£ 1.66 billion
NAV
1,272
Gearing
96
Discount Premium
-3
To maximise capital growth for shareholders through investment in a broadly diversified international portfolio of technology stocks around the world.
Holding %
Microsoft Corp 7.19 %
Apple Inc 6.32 %
Facebook Inc A 5.55 %
Alphabet Inc C 4.19 %
Alphabet Inc A 4.19 %
Tencent Holdings Ltd 3.70 %
Alibaba Group Holding Ltd ADR 2.67 %
Amazon.com Inc 2.57 %
Taiwan Semiconductor Manufacturing Co Ltd 2.13 %
Samsung Electronics Co Ltd 2.10 %
Region %
United States 69.55 %
Asia - Emerging 9.31 %
Japan 6.74 %
Asia - Developed 6.54 %
Eurozone 5.70 %
Sector %
Technology 84.74 %
Consumer Cyclical 8.93 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Ben Rogoff
Joined 05/01/2006

Ben has been a technology specialist for twelve years having begun 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 prior to joining Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc, with responsibility for the management of Polar Capital’s US technology portfolios. He is also joint manager of Polar Capital Global Technology Fund. Ben graduated from St Catherine’s College, Oxford in 1995.

Data provided by Morningstar.

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