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Polar Capital Global Technology USD

Ranked 33 out of 163 in - Technology over 12 months
All calculations are in USD unless stated

Managed by

Nick Evans

After achieving an honours degree in Economics from Hull University, Nick Evans joined Lloyds TSB's IT Specialist graduate training scheme. In 1998 he transferred to Hill Samuel Asset Management and began managing pan European investments. Evans moved to Framlington in 2000 (now AXA Framlington) where he headed up the technology team, and now works for Polar Capital, where he runs the Polar Capital Global Technology fund. An adventurous sportsman, Evans enjoys sailing, skiing, hockey and golf.

Ben Rogoff

Ben Rogoff was born in London in 1972. He graduated from St Catherine’s College, Oxford University with a BA in modern history. Ben started his career in 1995 at Dean Witter International where he was involved in US equity sales. In 1997 he joined Clerical Medical IM where he was an associate director in global technology. Ben joined Aberdeen Asset Management in 1998 where he was a senior fund manager on the technology desk. He joined Polar Capital in 2003 where he is currently a fund manager. Ben has been managing funds for over 12 years and outside of work he enjoys football and collecting early computer games.

Objective

The fund seeks a 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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Technology over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -5.4% 7.0%
2015 7.1% 3.8% 1.7% -8.3% 10.8%
2014 6.4% -0.6% 4.4% -0.4% 2.8%
2013 32.3% 5.2% 1.5% 11.9% 10.7%
2012 11.3% 19.7% -12.1% 7.2% -1.4%
2011 -13.1% 4.2% -3.8% -19.1% 7.1%
2010 32.8% 5.6% -8.4% 19.3% 15.1%
2009 71.6% 4.9% 30.5% 13.5% 10.4%
2008 -45.8% -18.0% 3.9% -15.7% -24.5%
2007 3.4% 2.4% 5.2% -2.1% -2.0%
2006 11.6% 16.5% -10.6% -2.0% 9.3%
2005 4.8% -4.0% 1.7% 2.4% 4.8%
2004 -5.6% 0.6% -5.1% -12.1% 12.5%
2003 92.9% -5.9% 36.5% 23.0% 22.1%
2002 -46.6% -13.4% -26.5% -28.2% 16.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2016

Top 10 Holdings

Stock Size
Facebook Inc ORD 6.13
Alphabet Inc ORD 4.58
Alphabet Inc ORD 4.34
Microsoft Corp ORD 3.77
Apple Inc ORD 3.50
Amazon.com Inc ORD 3.42
Splunk Inc ORD 2.34
Proofpoint Inc ORD 2.30
Alibaba Group Holding Ltd DR 2.23
Cyberark Software Ltd ORD 2.11
30/04/2016

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date19/10/2001
  • Share Class size858Mn
  • Base currencyUSD
  • ISIN IE0030772275

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).