POLAR CAPITAL GLOBAL TECHNOLOGY R GBP
A global, all market cap, technology fund managed by an experienced team.
PRICE (INC)
6329p
PRICE (ACC)
-
INITIAL CHARGE
5%
0%
ANNUAL MANAGEMENT CHARGE
1.5%
ONGOING CHARGE
1.63%
YIELD
0%
1 YEAR
16.66%Prices as at 04 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
Sector | Technology and Telecoms |
---|---|
Structure | OFFSHORE FUND |
Launched | September 2009 |
Size | £4,018m |
Yield | 0% |
Dividends paid | May |
Charges
Standard Initial Charge | 5% |
---|---|
Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 1.5% |
Ongoing Charges Figure | 1.63% |
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