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Polar Capital Global Technology USD

Ranked 26 out of 124 in - Technology over 12 months
All calculations are in USD

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 : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 3.8% 1.7%
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

31/01/2015

Top 10 Holdings

Stock Size
Apple Inc ORD 6.90
Facebook Inc ORD 4.40
Google Inc CL A ORD 4.30
Google Inc CL C ORD 3.35
Cisco Systems Inc ORD 2.63
Intel Corp ORD 2.48
Microsoft Corp ORD 2.48
Baidu Inc DR 2.08
USD Cash 2.02
Tencent Holdings Ltd ORD 1.89
31/01/2015

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date19/10/2001
  • Share Class size893Mn
  • Base currencyUSD
  • ISIN IE0030772275

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.5%

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