Polar Capital Technology Trust

Name
Polar Capital Technology Trust
Manager
Polar Capital LLP
Type
Closed Ended Investment Company
ISIN
GB0004220025
Sector
Sector Specialist: Tech Media & Telecomm
Launched
16/12/1996
OCF
0.99 %
Risk Rating
3
3 Year Sharpe
1.17
3 Year Alpha
-0.34
Yield
0 %
Benchmark
DJ Global Technology TR USD
Fund Size
£ 1.52 billion
NAV
1,228
Gearing
99
Discount Premium
-5
To maximise capital growth for shareholders through investment in a broadly diversified international portfolio of technology stocks around the world.
Holding %
Microsoft Corp 8.64 %
Apple Inc 8.62 %
Alphabet Inc A 4.52 %
Alphabet Inc Class C 4.47 %
Facebook Inc A 3.62 %
Alibaba Group Holding Ltd ADR 2.56 %
Tencent Holdings Ltd 2.45 %
Taiwan Semiconductor Manufacturing Co Ltd 2.32 %
Amazon.com Inc 2.25 %
Salesforce.com Inc 1.74 %
Region %
United States 78.20 %
Asia - Developed 7.12 %
Asia - Emerging 5.48 %
Sector %
Technology 86.19 %
Consumer Cyclical 7.26 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Fatima Iu
Joined 04/30/2018

Fatima joined Polar Capital in 2006. Fatima has 12 years’ experience. She is a fund manager on the Polar Capital Technology Fund, Polar Capital Technology Trust and Polar Capital Automation and Artificial Intelligence Fund. Fatima 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 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.

Nick Evans
Joined 12/30/2005

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.

Data provided by Morningstar.

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