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
1.14
3 Year Alpha
-1.82
Yield
0 %
Benchmark
DJ Global Technology TR USD
Fund Size
£ 1.97 billion
NAV
1,506
Gearing
97
Discount Premium
-2
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 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.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.