Investment Trusts

Polar Capital Technology Trust

PCT:LSE

Polar Capital Technology Trust

  • Price (GBX)486.00
  • Today's Change6.00 / 1.25%
  • Shares traded2.17m
  • 1 Year change29.95%
  • Beta0.8652
Data delayed at least 20 minutes, as of Feb 06 2026 16:38 GMT.
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Profile data is unavailable for this security.

About the company

Polar Capital Technology Trust Plc is a United Kingdom-based investment trust. The Company's investment objective is to maximize long-term capital growth through investing in a diversified portfolio of technology companies around the world. The Company’s interest in any one company will not exceed 10% of the gross assets of the Company, save where the Benchmark weighting of any investee company in the Company’s portfolio exceeds this level, in which case the Company will be permitted to increase its exposure to such investee company up to the Benchmark neutral weighting of that company or, if lower, 15% of the Company’s gross assets. The Company will have a maximum exposure to companies listed in emerging markets (as defined by the MSCI Emerging Markets Index) of 25% of its gross assets. It invests in various sectors, including software, semiconductors and semiconductor equipment, and others. The Company's investment manager and alternative investment fund manager is Polar Capital LLP.

  • Revenue in GBP (TTM)2.18bn
  • Net income in GBP2.14bn
  • Incorporated1996
  • Employees0.00
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Profile

Management group(s)Polar Capital LLP
AIC sectorTechnology & Media
ISINGB00BR3YV268
Launch date16 Dec 1996
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

To maximise capital growth for shareholders through investment in a broadly diversified portfolio of technology stocks around the world. The Company invests its technology assets in a portfolio comprised primarily of international quoted equities which is diversified across both regions and sectors within the overall investment objective to reduce investment risk.

Managed by

Ben Rogoff, Fatima Lu, Xuesong Zhao, Alastair Unwin

Management & contract fees

The base management fee paid by the Company to the Manager is calculated based on the daily Net Asset Value (NAV) and is charged at a rate of 0.75% per annum on the portion of the NAV up to and including £2 billion, and 0.60% per annum on any portion exceeding £2 billion.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
City of London Investment Trust plc356.99m342.12m2.84bn0.002.84bn0.00
Man Group PLC958.93m135.94m2.98bn1.78k2.98bn1.78k
RIT Capital Partners plc342.70m267.60m3.03bn64.003.03bn64.00
3i Infrastructure PLC564.00m422.00m3.20bn0.003.20bn0.00
JPMorgan Global Growth & Income PLC55.64m33.99m3.20bn0.003.20bn0.00
Aberdeen Group PLC1.33bn329.00m3.98bn4.62k3.98bn4.62k
IG Group Holdings plc1.09bn380.40m4.55bn2.18k4.55bn2.18k
Alliance Witan PLC190.90m133.11m4.79bn0.004.79bn0.00
ICG PLC1.14bn596.00m4.94bn686.004.94bn686.00
Polar Capital Technology Trust plc2.18bn2.14bn5.43bn0.005.43bn0.00
Investec plc3.95bn633.65m5.71bn8.00k5.71bn8.00k
F&C Investment Trust PLC400.13m349.30m5.98bn0.005.98bn0.00
Schroders plc3.07bn349.20m7.36bn6.21k7.36bn6.21k
Pershing Square Holdings Ltd2.44bn1.79bn7.87bn--7.87bn--
St James's Place PLC17.03bn512.60m7.89bn3.33k7.89bn3.33k
Data as of Feb 06 2026. Currency figures normalised to Polar Capital Technology Trust's reporting currency: UK Pound GBX

Institutional shareholders

42.63%Per cent of shares held by top holders
HolderShares% Held
Rathbones Investment Management Ltd.as of 30 Apr 2025121.94m10.90%
Brewin Dolphin Ltd.as of 30 Apr 202599.47m8.89%
Lazard Asset Management LLCas of 30 Apr 202563.83m5.71%
Quilter Cheviot Ltd.as of 06 Oct 202558.66m5.25%
Investec Wealth & Investment Ltd.as of 13 Sep 202453.17m4.75%
J. M. Finn & Co. Ltd.as of 01 Jan 202626.04m2.33%
Hargreaves Lansdown Fund Managers Ltd.as of 01 Jan 202620.97m1.87%
TrinityBridge Ltd.as of 01 Jan 202613.29m1.19%
Vanguard Asset Management Ltd.as of 31 Dec 202510.55m0.94%
BlackRock Investment Management (UK) Ltd.as of 01 Jan 20268.85m0.79%
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Data from 31 Jan 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
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