Polar Capital Global Technology Fund

We have reviewed the investment trust but not the fund. They are similar in philosophy and process. The polar capital team are the largest tech team in Europe with a team of ten, and Nick and Ben have worked together for 14 years.

The key question I had for the team was whether there was still a place for tech funds now that many of the holdings can be found in global and regional funds. This perhaps provides the deepest insight into the team. They believe that global fund managers are generalists and therefore in many cases you only get exposure to the mega-caps. With this fund you get exposure to mid-cap names and the most interesting companies where the greatest value lies.

They also went on to explain that tech is embedded into every aspect of our lives and investing in this area needs a very different mindset, and this is where you need specialists. For this reason, they believe there is space for them, and their role is about avoiding the sinkholes and identifying the best themes and opportunities within this….read more

Fund Facts Morningstar

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