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

Category Sector Equity Technology

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

Last buy/sell price

£97.06/£97.06

arrow-down£-0.10 (-0.10%)

Fund Code

POGTU

B42W4J8

IE00B42W4J83

Prices updated as at 14 Jan 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	Sector Equity Technology
31 Dec 14 - 31 Dec 15	13.92	8.57
31 Dec 15 - 31 Dec 16	32.54	27.91
31 Dec 16 - 31 Dec 17	34.71	25.30
31 Dec 17 - 31 Dec 18	8.94	-3.36
31 Dec 18 - 31 Dec 19	33.21	30.11
31 Dec 19 - 31 Dec 20	54.21	43.70
31 Dec 20 - 31 Dec 21	11.11	14.97
31 Dec 21 - 31 Dec 22	-31.69	-28.18
31 Dec 22 - 31 Dec 23	45.19	31.44
31 Dec 23 - 31 Dec 24	33.70	21.29

Trailing returns (%)

Year	This fund	Sector Equity Technology
1 Day	-0.10	0.41
1 Month	-0.44	-1.06
3 Months	9.55	7.90
6 Months	8.16	9.29
1 Year	36.82	26.30
3 Years annualised	13.72	6.96
5 Years annualised	16.72	11.93

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.

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Polar Capital Global Technology