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

£95.85/£95.85

arrow-up£0.29 (+0.30%)

Fund Code

POGTU

B42W4J8

IE00B42W4J83

Prices updated as at 12 Dec 2024

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
30 Sep 13 - 30 Sep 14	14.85	14.02
30 Sep 14 - 30 Sep 15	7.00	4.20
30 Sep 15 - 30 Sep 16	50.39	39.69
30 Sep 16 - 30 Sep 17	27.60	22.48
30 Sep 17 - 30 Sep 18	34.22	17.43
30 Sep 18 - 30 Sep 19	9.49	7.26
30 Sep 19 - 30 Sep 20	48.89	32.37
30 Sep 20 - 30 Sep 21	14.83	22.33
30 Sep 21 - 30 Sep 22	-21.34	-22.79
30 Sep 22 - 30 Sep 23	17.71	12.96
30 Sep 23 - 30 Sep 24	31.44	20.81

Trailing returns (%)

Year	This fund	Sector Equity Technology
1 Day	0.30	0.42
1 Month	3.90	3.07
3 Months	18.45	17.86
6 Months	9.66	12.47
1 Year	38.37	28.47
3 Years annualised	9.52	4.22
5 Years annualised	18.74	13.75

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