fund

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%

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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.

The investment objective of the Fund is long term capital appreciation by way of investing in a globally diversified portfolio of technology companies. Although the Fund may receive income in the form of dividends, interest and from other sources, income is not a primary consideration. The Fund will invest at least 51% of its gross assets on a continuous basis directly in Equity Participations. The Fund will invest at least two thirds of its total assets in technology-related companies worldwide. The Fund will take a geographically diversified approach and operate within broad asset allocation ranges, but there are no specified limits on investing in any geographical region or single country.

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