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

Category Other Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£71.19/£71.19

arrow-down£-0.22 (-0.31%)

Fund Code

POTII

BW9HD62

IE00BW9HD621

Prices updated as at 11 Dec 2025

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 notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Annual performance (%)

Year	This fund	Other Equity
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	27.76	-
30 Sep 16 - 30 Sep 17	30.37	-
30 Sep 17 - 30 Sep 18	28.25	-
30 Sep 18 - 30 Sep 19	1.61	-
30 Sep 19 - 30 Sep 20	52.64	-
30 Sep 20 - 30 Sep 21	18.76	-
30 Sep 21 - 30 Sep 22	-36.31	-
30 Sep 22 - 30 Sep 23	26.65	-
30 Sep 23 - 30 Sep 24	42.92	-
30 Sep 24 - 30 Sep 25	50.78	-

Trailing returns (%)

Year	This fund	Other Equity
1 Day	-0.31	-
1 Month	-0.59	-
3 Months	14.86	-
6 Months	45.85	-
1 Year	53.13	-
3 Years annualised	43.62	-
5 Years annualised	15.72	-

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Polar Capital Global Technology