Polar Capital Global Tech R Inc

Performance History30/11/2018
Growth of 1,000 (EUR)
Polar Capital Global Tech R Inc
Fund21.119.313.929.417.8
+/-Cat-1.65.03.58.914.6
+/-Idx-11.12.6-0.88.05.4
 
Key Stats
NAV
11/12/2018
 USD 39.81
Day Change 0.64%
Morningstar Category™ Sector Equity Technology
ISIN IE00B433M743
Fund Size (Mil)
30/11/2018
 USD 2733.52
Share Class Size (Mil)
11/12/2018
 USD 575.58
Max Initial Charge 5.00%
Ongoing Charge
15/02/2018
  1.66%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

Polar Capital Global Technology benefits from experienced managers backed by a well-resourced team.The approach is characterised by the managers' belief that they can add value by investing in companies offering new, disruptive technologies. This...

Click here to read this analyst report
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
Investment Objective: Polar Capital Global Tech R Inc
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 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.
Returns
Trailing Returns (GBP)11/12/2018
YTD13.29
3 Years Annualised19.70
5 Years Annualised20.54
10 Years Annualised-
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Nick Evans
01/01/2008
Inception Date
04/09/2009
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Benchmarks
Fund BenchmarkMorningstar Benchmark
DJ World Technology TR GBPMSCI World/Information Tech NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Polar Capital Global Tech R Inc31/10/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks97.810.1197.70
Bonds0.000.000.00
Cash3.920.003.92
Other0.652.27-1.62
Top 5 Regions%
United States80.89
Asia - Developed6.67
Japan5.07
Asia - Emerging5.00
Eurozone2.38
Top 5 Sectors%
Technology83.18
Consumer Cyclical7.22
Financial Services5.37
Industrials2.51
Communication Services0.94
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology8.52
Apple IncTechnologyTechnology6.53
Alphabet Inc ATechnologyTechnology4.40
Alphabet Inc Class CTechnologyTechnology4.34
Alibaba Group Holding Ltd ADRConsumer CyclicalConsumer Cyclical2.87
Polar Capital Global Tech R Inc