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About the company
Polar Capital Technology Trust plc is an 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 invest and manage its assets in a manner that is consistent with spreading investment risk and invests in a Portfolio comprised primarily of international quoted equities which is diversified across both regions and sectors. It invests across various sectors, such as semiconductors and semiconductor equipment; software; technology hardware, storage and peripherals; interactive media and services; information technology (IT) services; financial services; broadline retail; electronic equipment, instruments and components; communications equipment; hotels, restaurants and leisure, and others. Its portfolio spans across North America, Europe and Asia Pacific. Its investment manager and the alternative investment fund manager (AIFM) is Polar Capital LLP.
- Revenue in GBP (TTM)536.66m
- Net income in GBP508.93m
- Incorporated1996
- Employees0.00
- LocationPolar Capital Technology Trust16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 20 7227 2700Fax+44 20 7227 2799
- Websitehttps://www.polarcapitaltechnologytrust.co.uk/
Profile
| Management group(s) | Polar Capital LLP |
|---|---|
| AIC sector | Technology & Media |
| ISIN | GB0004220025 |
| Launch date | 16 Dec 1996 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
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
0.80% on NAV up to and including £2bn 0.70% on NAV between £2bn and £3.5bn 0.60% on NAV above £3.5bn
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| JPMorgan American Investment Trust PLC | 329.10m | 318.32m |
| Caledonia Investments plc | 168.00m | 126.60m |
| City of London Investment Trust plc | 140.56m | 127.17m |
| Smithson Investment Trust PLC | 321.92m | 293.32m |
| HgCapital Trust plc | 247.91m | 230.52m |
| Petershill Partners PLC | 432.38m | 257.10m |
| Renewables Infrastructure Group Ltd | -24.20m | 5.80m |
| Monks Investment Trust PLC | 20.25m | -790.00k |
| HICL Infrastructure PLC | 73.10m | 68.20m |
| Jpmorgan Global Growth & Income PLC | 338.65m | 322.78m |
| RIT Capital Partners plc | 143.20m | 66.10m |
| 3i Infrastructure PLC | -100.00bn | -100.00bn |
| Greencoat UK Wind PLC | 234.38m | 126.19m |
| Alliance Trust PLC | 638.61m | 599.67m |
| Polar Capital Technology Trust plc | 536.66m | 508.93m |
| F&C Investment Trust PLC | 583.25m | 532.84m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Rathbones Investment Management Ltd.as of 21 Sep 2023 | 12.24m | 10.10% |
| Brewin Dolphin Ltd.as of 30 Apr 2023 | 9.95m | 8.21% |
| Quilter Cheviot Ltd.as of 30 Apr 2023 | 6.70m | 5.54% |
| Lazard Asset Management LLCas of 30 Apr 2023 | 6.38m | 5.27% |
| Investec Wealth & Investment Ltd.as of 21 Sep 2023 | 5.96m | 4.92% |
| Evelyn Partners Investment Management LLPas of 01 Apr 2024 | 4.29m | 3.55% |
| J. M. Finn & Co. Ltd.as of 01 Apr 2024 | 2.90m | 2.39% |
| Hargreaves Lansdown Asset Management Ltd.as of 01 Apr 2024 | 2.41m | 1.99% |
| BlackRock Investment Management (UK) Ltd.as of 01 Apr 2024 | 2.06m | 1.70% |
| 1607 Capital Partners LLCas of 01 Apr 2024 | 1.43m | 1.18% |
