Polar Capital Funds PLC - Polar Capital Global Technology Fund I Acc
Equity fund
1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- 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.
Investment horizon
- Polar Capital Funds PLC - Polar Capital Global Technology Fund I Acc is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
10 Sept 2026
- Margin rate
- Start date29 Jun 2020
- ISINIE00BM95B514
Risk
- High (5 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp9.0%
- Taiwan Semiconductor Manufacturing Co Ltd5.8%
- Option On Microsoft Corp5.6%
- Advanced Micro Devices Inc4.6%
- Broadcom Inc3.8%
- Microsoft Corp3.2%
- Seagate Technology Holdings PLC3.1%
- Micron Technology Inc3.1%
- Samsung Electronics Co Ltd2.3%
- Meta Platforms Inc Class A2.2%