Polar Capital Global Tech R CHF Hdg Inc |
Performance History | 31/03/2024 |
Growth of 1,000 (EUR) |
Fund | 55.4 | 12.6 | -39.3 | 55.5 | 9.8 | |
+/-Cat | - | - | - | - | - | |
+/-Idx | - | - | - | - | - | |
Category: Other Equity | ||||||
Benchmarks: - |
Key Stats | ||
NAV 30/04/2024 | CHF 33.65 | |
Day Change | -2.46% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BTN23516 | |
Fund Size (Mil) 30/04/2024 | USD 5999.44 | |
Share Class Size (Mil) 30/04/2024 | CHF 31.65 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/12/2023 | 1.62% |
Investment Objective: Polar Capital Global Tech R CHF Hdg 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 19/01/2015 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
DJ Global Technology TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polar Capital Global Tech R CHF Hdg Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 9.48 |
Meta Platforms Inc Class A | Communication Services | 5.74 |
Advanced Micro Devices Inc | Technology | 5.03 |
Microsoft Corp | Technology | 4.96 |
Taiwan Semiconductor Manufacturi... | Technology | 3.13 |
Increase Decrease New since last portfolio | ||
Polar Capital Global Tech R CHF Hdg Inc |