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

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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2024

Ratios
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1 year3 years
-5.65-7.08
1.321.03
0.54-1.17
93.3390.13
1.580.43
20.7421.51
7.256.73

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.