020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

POLAR CAPITAL GLOBAL TECHNOLOGY GBP - Fund overview

No Bestinvest rating


Overview of POLAR CAPITAL GLOBAL TECHNOLOGY GBP

This fund has a global approach to technology investment across large. medium and smaller companies. The open-ended “Polar Global Technology Fund” is similar to the London-listed closed-ended investment trust “Polar Capital Technology Trust” (LSE:PCT) run by the same managers. However the directors of the investment trust have required Rogoff to keep the portfolio closer to the benchmark and so is less flexible. Thus we prefer the open-ended version.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  October, 2001
Size  £403m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 1,042.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.07%
Reduction in yield (10yr) 2.07%

Bestinvest says


The trust adopts a global approach to technology investment with exposure to companies across the market capitalisation scale. Nick Evans and Ben Rogoff are the named managers and have direct responsibility for overall asset allocation and strategy. Stock research is sub divided amongst the management team by region and company market capitalisation. The open-ended “Polar Global Technology Fund” is similar to the London-listed closed-ended investment trust “Polar Capital Technology Trust” (LSE:PCT) run by the same managers. However the directors of the investment trust have required the managers to keep the portfolio closer to the benchmark and so is less flexible. Thus we prefer the open-ended version.

Portfolio

polar capital global technology gbp asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
polar capital global technology gbp equity geographic illustration
Allocation Proportion
UK 10%
Europe 15%
Nth America 50%
Japan 10%
Pacific 15%
Other Equity
polar capital global technology gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The company aims to maximise capital returns through investment in a portfolio of technology companies. Stocks are selected on their potential shareholder return, not necessarily on the basis of of their technology alone. The rigorous fundamental analysis focuses on management quality, the identification of new growth markets, major global trends and on exploiting international valuation anomalies and sector volatility. Computer hardware, software and services, communications and healthcare are key sub-sectors.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2