Investment Trusts

Polar Capital Technology Trust

PCT:LSE

Polar Capital Technology Trust

  • Price (GBX)335.50
  • Today's Change7.50 / 2.29%
  • Shares traded4.40m
  • 1 Year change39.21%
  • Beta0.3953
Data delayed at least 20 minutes, as of Nov 21 2024 16:38 GMT.
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Profile data is unavailable for this security.

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)1.15bn
  • Net income in GBP1.12bn
  • 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

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

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Man Group PLC1.10bn249.01m2.46bn1.79k2.46bn1.79k
Monks Investment Trust PLC420.74m398.35m2.46bn0.002.46bn0.00
Abrdn PLC1.41bn328.00m2.50bn5.06k2.50bn5.06k
RIT Capital Partners plc315.30m240.20m2.73bn62.002.73bn62.00
Bridgepoint Group PLC343.20m65.60m2.73bn378.002.73bn378.00
Petershill Partners PLC452.41m272.49m2.76bn0.002.76bn0.00
Greencoat UK Wind PLC214.02m79.79m2.84bn0.002.84bn0.00
JPMorgan Global Growth & Income PLC572.01m552.22m2.93bn0.002.93bn0.00
3i Infrastructure PLC297.00m325.00m3.06bn0.003.06bn0.00
IG Group Holdings plc998.10m307.70m3.32bn2.57k3.32bn2.57k
Polar Capital Technology Trust plc1.15bn1.12bn3.89bn0.003.89bn0.00
St James's Place PLC26.70bn-6.60m4.54bn2.30k4.54bn2.30k
Alliance Witan PLC647.25m601.66m4.99bn0.004.99bn0.00
Schroders plc2.89bn392.30m4.99bn6.19k4.99bn6.19k
Hargreaves Lansdown PLC764.90m293.20m5.16bn2.48k5.16bn2.48k
F&C Investment Trust PLC1.03bn976.90m5.30bn0.005.30bn0.00
Data as of Nov 21 2024. Currency figures normalised to Polar Capital Technology Trust's reporting currency: UK Pound GBX

Institutional shareholders

44.45%Per cent of shares held by top holders
HolderShares% Held
Rathbones Investment Management Ltd.as of 13 Sep 2024121.85m10.27%
Brewin Dolphin Ltd.as of 30 Apr 202399.47m8.38%
Lazard Asset Management LLCas of 30 Apr 202363.83m5.38%
Quilter Cheviot Ltd.as of 23 Oct 202458.67m4.94%
Investec Wealth & Investment Ltd.as of 13 Sep 202453.17m4.48%
Evelyn Partners Investment Management LLPas of 01 Jul 202442.48m3.58%
J. M. Finn & Co. Ltd.as of 01 Jul 202428.99m2.44%
Hargreaves Lansdown Asset Management Ltd.as of 01 Jul 202424.98m2.10%
BlackRock Investment Management (UK) Ltd.as of 01 Jul 202420.89m1.76%
1607 Capital Partners LLCas of 01 Jul 202413.26m1.12%
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Data from 30 Sep 2024 - 05 Nov 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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