Polar Capital Technology Trust

Name
Polar Capital Technology Trust
Manager
Polar Capital LLP
Type
Closed Ended Investment Company
ISIN
GB0004220025
Sector
Technology & Media
Launched
16/12/1996
OCF
0.95 %
Risk Rating
3
3 Year Sharpe
1.06
3 Year Alpha
-1.08
Yield
0 %
Benchmark
DJ Global Technology TR USD
Fund Size
£ 1.91 billion
NAV
1,472
Gearing
94
Discount Premium
-3
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 9.37 %
Apple Inc 5.08 %
Facebook Inc A 4.32 %
Alphabet Inc Class C 3.81 %
Alphabet Inc A 3.80 %
Alibaba Group Holding Ltd ADR 3.10 %
Samsung Electronics Co Ltd 2.76 %
Tencent Holdings Ltd 2.73 %
Amazon.com Inc 2.21 %
Taiwan Semiconductor Manufacturing Co Ltd 2.18 %
Region %
United States 76.33 %
Asia - Emerging 6.97 %
Asia - Developed 6.53 %
Japan 5.73 %
Sector %
Technology 85.72 %
Consumer Cyclical 6.93 %
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.

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

Ben Rogoff joined Polar Capital in May 2003. He is joint manager of the Global Technology Fund. Prior to joining Polar Capital, Ben began his career in fund management at CMI, as a global technology analyst. He moved to Aberdeen Asset 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 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.

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