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Polar Capital Global Technology I GBP

Bestinvest LogoA global, all market cap, technology fund managed by an experienced team.

PRICE (INC)

5226p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

1%

ONGOING CHARGE

1.13%

YIELD

0%

1 YEAR
-10.64%

Prices as at 04 Jul 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

This fund has a global approach to technology investment across large, medium and smaller companies. The fund invests globally, but the portfolio companies will be predominantly in the US in common with the location of much of the industry. It is similar to the London-listed investment trust “Polar Capital Technology Trust” (LSE:PCT) run by the same managers, but has a more concentrated portfolio and is less benchmark aware.

Fund summary

SectorTechnology and Telecoms
StructureOFFSHORE FUND
LaunchedMarch 2014
Size£4,680m
Yield0%
Charging BasisIncome
Dividends paidMay

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1%
Ongoing Charges Figure1.13%

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. 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, sub-sector and company size.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning