Investment Trusts

Polar Capital Technology Trust


Polar Capital Technology Trust

  • Price (GBX)1,994.00
  • Today's Change-16.00 / -0.80%
  • Shares traded198.27k
  • 1 Year change-13.53%
  • Beta0.6876
Data delayed at least 20 minutes, as of Feb 07 2023 16:37 GMT.
More ▼
Take Action
Take Action
Add this security to watchlist, portfolio, or create an alert to track market movement

Profile data is unavailable for this security.

About the company

Polar Capital Technology Trust plc is an investment trust company. 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 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. It invests across various sectors, such as software; semiconductors and semiconductor equipment; technology hardware, storage and peripherals; interactive media and services; information technology (IT) services; Internet and direct marketing retail; automobiles; electronic equipment, instruments and components; communications equipment; entertainment and other. 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)-897.13m
  • Net income in GBP-926.46m
  • Incorporated1996
  • Employees0.00
More ▼


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


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

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
(YOY change %)
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
(5 yr growth rate)
Finsbury Growth & Income Trust PLC-105.08m-118.74m1.85bn0.00--1.04-----0.5351-0.5351-0.47268.48-0.0529-------5.974.07-6.044.10--87.74--85.35----0.019747.60-150.01---160.39------
Templeton Emerging Markets Inv Trust plc-393.77m-427.85m1.89bn0.00--1.01-----0.363-0.363-0.33421.60-0.174-------18.914.61-19.204.76--81.68--78.31----0.050746.40-142.89---147.35----18.16
Personal Assets Trust PLC-34.26m-51.63m1.89bn0.00--0.9165-----0.1507-0.1507-0.09765.27-0.0195-------2.945.82-2.945.86--90.32--87.30----0.0022.15-13.6010.47-18.5210.16--0.00
Petershill Partners PLC-100.00bn-100.00bn1.90bn----0.4746----------3.53----------------------------0.0668--------------
Bridgepoint Group PLC-100.00bn-100.00bn1.97bn340.00--2.70----------0.8877----------------------------0.4627--40.80--58.44------
Caledonia Investments plc396.10m376.50m1.98bn66.005.320.7124--5.006.816.817.1750.880.1471--56.996,001,515.0013.9810.8714.1311.03----95.0591.68----0.0023.2029.1114.8931.1616.07-47.153.41
City of London Investment Trust plc111.61m99.23m2.03bn0.0018.971.08--18.140.22270.22270.24873.910.0589--10.33--
Monks Investment Trust PLC-971.85m-989.91m2.43bn0.00--1.02-----4.26-4.26-4.2510.17-0.3244-------33.048.19-33.748.49--93.29--91.89----0.08842.44-155.23---157.79----13.46
Smithson Investment Trust PLC-705.60m-737.61m2.49bn0.00--1.09-----4.07-4.07-4.1213.39-0.2729-------28.53---28.60--------------0.00--3.55--1.45------
Polar Capital Technology Trust plc-897.13m-926.46m2.55bn0.00--0.9517-----6.94-6.94-6.7620.95-0.2705-------27.9415.55-28.3816.00--93.77--92.99----0.01930.00-120.70---124.32------
International Public Partnerships Ltd359.07m321.19m2.93bn0.008.340.974--8.150.18370.18370.20671.570.132--6.92--11.815.0611.865.1091.3580.9789.4577.44----0.0095.5877.87-3.73112.82-6.12--2.63
3i Infrastructure PLC517.00m404.00m2.93bn0.007.261.08--5.670.45320.45320.583.030.1903--4.92--14.8714.3015.0214.6079.6981.1178.1481.20--81.800.078752.87133.9417.3496.1222.53--6.72
Alliance Trust PLC-213.95m-245.68m3.00bn3.00--1.06-----0.8202-0.8202-0.69699.64-0.0623-----71,315,000.00-7.1510.40-7.4710.87--94.85--91.53----0.080614.75118.40-2.91134.73-3.01--8.33
RIT Capital Partners plc-141.10m-217.10m3.09bn58.00--0.7806-----1.40-1.40-0.900525.37-0.0299-----2,432,759.00-4.6110.62-5.0611.60--96.32--87.73----0.107913.4566.3422.2370.5123.25--2.60
Renewables Infrastructure Group Ltd608.35m599.28m3.24bn0.005.060.9715--5.320.25790.25790.26581.340.2121--22.47--20.898.4520.908.4599.9799.8598.51104.31--87.590.0072.9746.6718.12110.1125.39--1.74
HICL Infrastructure PLC335.10m331.80m3.30bn0.009.530.9872--9.830.17020.17020.17121.640.1056--1,117.00--10.457.3710.457.37--99.9599.0298.45----0.0077.26140.1815.79142.7315.83--1.54
Data as of Feb 07 2023. Currency figures normalised to Polar Capital Technology Trust's reporting currency: UK Pound GBX

Institutional shareholders

46.67%Per cent of shares held by top holders
HolderShares% Held
Rathbone Investment Management of 25 Jan 202312.66m9.83%
Brewin Dolphin of 30 Apr 20229.95m7.72%
Investec Wealth & Investment of 30 Apr 20226.81m5.29%
Quilter Cheviot of 30 Apr 20226.67m5.18%
Lazard Asset Management LLCas of 30 Apr 20226.38m4.96%
Hargreaves Lansdown Stockbrokers of 01 Oct 20225.94m4.61%
Evelyn Partners Investment Management LLPas of 01 Oct 20225.09m3.96%
J. M. Finn & Co. of 01 Oct 20222.83m2.20%
Hargreaves Lansdown Asset Management of 01 Oct 20222.33m1.81%
BlackRock Investment Management (UK) of 01 Oct 20221.43m1.11%
More ▼
Data from 31 Mar 2022 - 31 Jan 2023Source: FactSet Research Systems Inc.
An LSEG Business
All markets data located on is subject to the FT Terms & Conditions
All content on is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.