Polar Capital Global Tech R Inc |
Performance History | 29/02/2024 |
Growth of 1,000 (EUR) |
Fund | 45.5 | 17.8 | -35.7 | 47.9 | 17.9 | |
+/-Cat | 9.5 | -4.7 | -3.6 | 13.3 | 10.0 | |
+/-Idx | - | -23.2 | -7.6 | -1.0 | 6.1 | |
Category: Sector Equity Technology | ||||||
Benchmarks: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 27/03/2024 | USD 97.89 | |
Day Change | -0.45% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | IE00B433M743 | |
Fund Size (Mil) 27/03/2024 | USD 6648.92 | |
Share Class Size (Mil) 27/03/2024 | USD 2213.27 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/12/2023 | 1.62% |
Morningstar Research |
Analyst Report | 02/02/2024 Jack Fletcher-Price, Associate Analyst Morningstar, Inc |
Polar Capital Global Technology continues to benefit from the best-in-class team and a consistent process. Although we retain both the People and Process Pillar ratings at High and Above Average, respectively, changes in the competitive landscape... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
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 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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nick Evans 19/10/2001 | ||
Ben Rogoff 19/10/2001 | ||
Click here to see others | ||
Inception Date 04/09/2009 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
DJ Global Technology TR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Global Tech R Inc | 31/01/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.71 |
Advanced Micro Devices Inc | Technology | 5.86 |
Microsoft Corp | Technology | 5.76 |
Meta Platforms Inc Class A | Communication Services | 3.61 |
Apple Inc | Technology | 3.56 |
Increase Decrease New since last portfolio | ||
Polar Capital Global Tech R Inc |