Polar Capital Global Technology

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Polar Capital Funds PLC - Polar Capital Global Technology Fund I Income

Category Sector Equity Technology
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

-

arrow-down£-3.16 (-3.98%)

Fund Code

POGTU

B42W4J8

IE00B42W4J83

Prices updated as at 19 Apr 2024
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Prices in GBP
Investment objective
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 23 Apr 2024, 08:04

Trailing returns (%) as of 23 Apr 2024, 08:04

Annual performance (%)

YearThis fundSector Equity Technology
31 Mar 13 - 31 Mar 1414.3512.77
31 Mar 14 - 31 Mar 1525.1821.79
31 Mar 15 - 31 Mar 161.432.39
31 Mar 16 - 31 Mar 1756.8040.86
31 Mar 17 - 31 Mar 1821.1612.50
31 Mar 18 - 31 Mar 1923.1110.31
31 Mar 19 - 31 Mar 2013.093.51
31 Mar 20 - 31 Mar 2152.0058.98
31 Mar 21 - 31 Mar 221.45-0.83
31 Mar 22 - 31 Mar 23-8.61-8.66
31 Mar 23 - 31 Mar 2442.5124.45

Trailing returns (%)

YearThis fundSector Equity Technology
1 Day-3.98-2.01
1 Month-6.31-4.15
3 Months1.683.45
6 Months20.4214.70
1 Year35.7019.09
3 Years annualised5.330.76
5 Years annualised14.9710.85
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.