Polar Capital Global Technology USD

Ranked 12 out of 30 in - Technology over 12 months
All calculations are in GBP 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.

Fatima Iu

Fatima Iu joined Polar Capital in April 2006 and has 12 years’ experience. She is a fund manager on the Polar Capital Technology fund, the Polar Capital Technology Trust and the Polar Capital Automation and Artificial Intelligence fund. She is responsible for covering European technology, global security, networking, clean energy and medical technology. Prior to joining Polar, she spent 18 months working at Citigroup Asset Management with a focus on consumer products and pharmaceuticals. She holds an MSc in medicinal chemistry from Imperial College of Science & Technology in London. She is also a CFA Charterholder.

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.

Xuesong Zhao

Xuesong Zhao joined Polar Capital in May 2012 and has 11 years’ investment experience. He is a lead manager of the Polar Capital Automation and Artificial Intelligence fund and is a fund manager on the Polar Capital Technology Trust and the Polar Capital Global Technology fund. Prior to joining Polar Capital, he spent four years working as an investment analyst within the emerging markets and Asia team at Aviva Investors, where he was responsible for the technology, media and telecom sectors. Prior to that, he worked as a quantitative analyst and risk manager for the emerging market debt team at Pictet Asset Management. He started his career as a financial engineer at Algorithmics, now owned by IBM, in 2005. He holds an MSc in finance from Imperial College of Science & Technology, as well as a BA in economics from Peking University. He is also a CFA Charterholder.

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 51% of its gross assets on a continuous basis directly in Equity Participations. Fund will invest at least two thirds of its total assets in technology-related companies worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Technology over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.8%
2018 9.4% 3.3% 11.8% 9.3% -13.2%
2017 34.6% 15.1% 4.5% 5.6% 6.0%
2016 31.9% -3.0% 15.1% 18.1% 0.1%
2015 13.3% 9.0% -4.0% -4.8% 13.8%
2014 13.0% -1.2% 1.8% 5.1% 6.9%
2013 29.8% 12.6% 1.7% 4.8% 8.2%
2012 6.4% 16.5% -10.4% 4.1% -2.0%
2011 -12.5% 1.8% -4.0% -16.6% 7.4%
2010 37.0% 12.4% -7.1% 13.3% 15.8%
2009 52.7% 5.2% 13.6% 16.9% 9.4%
2008 -25.0% -17.9% 3.7% -5.8% -6.5%
2007 1.6% 2.1% 2.9% -3.6% 0.3%
2006 -2.2% 15.3% -16.2% -3.0% 4.3%
2005 17.2% -2.5% 7.3% 3.7% 8.0%
2004 -12.0% -2.1% -3.8% -11.9% 6.0%
2003 73.4% -4.2% 30.8% 22.1% 13.4%
2002 -51.7% -11.5% -31.4% -30.4% 14.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 7.28%
USD Cash 6.44%
Alibaba Group Holding Ltd DR 3.65%
Alphabet Inc ORD 3.55%
Alphabet Inc ORD 3.52%
Advanced Micro Devices Inc ORD 2.90%
Amazon.com Inc ORD 2.75%
Zendesk Inc ORD 2.68%
Tencent Holdings Ltd ORD 2.65%
ServiceNow Inc ORD 2.57%
31/03/2019

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. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date19/10/2001
  • Share Class size3,198Mn
  • Base currencyUSD
  • ISIN IE0030772275

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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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).