Investment Trusts

Polar Capital Technology Trust

PCT:LSE

Polar Capital Technology Trust

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  • Price (GBX)375.50
  • Today's Change2.50 / 0.67%
  • Shares traded1.65m
  • 1 Year change+9.96%
  • Beta0.6155
Data delayed at least 20 minutes, as of Jul 14 2025 16:36 BST.
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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)155.01m
  • Net income in GBP118.36m
  • 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

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)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Monks Investment Trust PLC660.41m636.88m2.42bn0.004.470.9941--3.672.932.933.0913.200.2471--139.18--23.836.3624.576.5797.2191.6696.4489.96----0.07813.24978.0514.55687.1615.10--2.57
City of London Investment Trust plc234.28m220.39m2.43bn0.0011.131.16--10.360.44210.44210.47124.250.1063--25.42--10.005.1710.135.2694.7690.0794.0788.27----0.052286.82314.8740.51384.3247.56--2.06
Petershill Partners PLC893.33m616.64m2.51bn0.004.110.66524.942.810.56540.56540.81363.490.202--9.51--13.95--14.20------69.03----38.900.0884--123.31--159.23------
RIT Capital Partners plc376.90m305.00m2.68bn61.009.080.7333--7.122.102.102.6026.050.0925--3.886,178,689.007.485.527.985.9291.1492.6280.9276.59----0.082624.24163.20-0.8482361.42-2.28-12.942.78
Greencoat UK Wind PLC61.67m-55.42m2.74bn0.00--0.8159--44.37-0.0247-0.02470.0271.510.0114--1,019.27---1.036.85-1.087.0749.6692.79-89.8678.54--0.360.340560.57-73.69-7.12-143.91----7.60
Bridgepoint Group PLC428.10m64.80m2.81bn513.0047.512.8526.656.550.07160.07160.42071.190.1323--0.2396834,502.902.144.162.505.02----16.1424.05--6.740.657881.7733.1220.17-8.3517.53-4.67--
3i Infrastructure PLC387.00m333.00m3.16bn0.009.490.8869--8.160.3610.3610.41963.860.0991--154.80--8.5310.428.6210.5374.6881.6586.0584.41----0.06829.753.218.64-4.038.25--6.58
JPMorgan Global Growth & Income PLC465.29m443.54m3.23bn0.005.780.9681--6.930.96180.96180.97915.740.1754--87.52--16.7215.4816.7815.6596.8796.0495.3394.12----0.044922.99229.7872.04241.1673.69--7.83
Aberdeen Group PLC1.37bn248.00m3.54bn4.62k14.090.70329.622.580.13650.13650.75362.730.174----296,601.003.153.203.153.3695.2694.3518.1019.94----0.105993.04-7.06-10.981,966.673.38-5.16-7.53
IG Group Holdings plc1.05bn363.00m3.76bn2.57k11.162.148.913.580.96730.96732.795.050.3782--2.10408,326.8013.0814.9916.5519.2798.4998.2434.5937.03----0.151751.36-3.2415.06-15.4014.224.121.35
Polar Capital Technology Trust plc155.01m118.36m4.32bn0.0039.241.15--27.850.09510.09510.13053.250.0399--4.25--3.0511.663.0811.8778.9493.3976.3692.54----0.02050.00-86.48-16.57-89.39-19.95----
Alliance Witan PLC538.87m490.70m4.96bn0.007.680.961--9.201.631.631.7413.050.1175--52.31--10.708.8710.789.1594.3093.4891.0689.50--306.900.064419.93-15.62-1.52-18.17-2.22--13.85
Investec plc4.16bn622.93m5.14bn7.95k7.790.8943--2.290.70270.70272.546.26--------1.211.04--------30.8227.86------30.010.88799.163.6730.39-15.2427.11
F&C Investment Trust PLC1.05bn999.76m5.45bn0.005.660.9636--5.192.002.002.1211.770.1768--79.96--16.809.1216.849.2096.9494.1795.0791.44----0.092614.2580.318.0187.638.11--6.10
Intermediate Capital Group plc960.70m451.20m5.82bn686.0013.032.3412.416.061.541.543.278.570.1041--2.311,400,437.004.895.005.345.46----46.9748.50--16.840.712258.930.062520.13-3.4732.881.5910.32
Schroders plc2.97bn417.00m6.19bn6.21k14.781.409.912.080.25980.25981.852.750.1429--3.05478,414.902.082.232.862.8979.3880.7014.5817.04----0.543767.511.133.203.58-3.40-13.182.10
Data as of Jul 14 2025. Currency figures normalised to Polar Capital Technology Trust's reporting currency: UK Pound GBX

Institutional shareholders

43.55%Per cent of shares held by top holders
HolderShares% Held
Rathbones Investment Management Ltd.as of 13 Sep 2024121.85m10.39%
Brewin Dolphin Ltd.as of 30 Apr 202499.47m8.48%
Lazard Asset Management LLCas of 30 Apr 202463.83m5.44%
Quilter Cheviot Ltd.as of 09 Apr 202558.63m5.00%
Investec Wealth & Investment Ltd.as of 13 Sep 202453.17m4.53%
Evelyn Partners Investment Management LLPas of 01 Apr 202539.13m3.34%
J. M. Finn & Co. Ltd.as of 01 Apr 202527.38m2.34%
Hargreaves Lansdown Asset Management Ltd.as of 01 Apr 202523.22m1.98%
TrinityBridge Ltd.as of 01 Apr 202512.47m1.06%
BlackRock Investment Management (UK) Ltd.as of 01 Apr 202511.58m0.99%
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Data from 31 Jan 2025 - 01 Jul 2025Source: FactSet Research Systems Inc.
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