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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+44 207 227 2700
- Fax+44 207 227 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
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Caledonia Investments plc | 168.00m | 126.60m | 1.89bn | 74.00 | 15.11 | 0.6586 | -- | 11.25 | 2.29 | 2.29 | 3.04 | 52.61 | 0.0578 | -- | 14.48 | 2,270,270.00 | 4.35 | 10.89 | 4.44 | 11.16 | -- | -- | 75.36 | 91.49 | -- | -- | 0.0284 | 21.45 | -71.79 | 30.30 | -76.62 | 40.07 | -51.25 | 3.41 |
| City of London Investment Trust plc | 140.56m | 127.17m | 2.00bn | 0.00 | 15.84 | 0.9971 | -- | 14.22 | 0.2528 | 0.2528 | 0.2839 | 4.02 | 0.0675 | -- | 15.44 | -- | 6.11 | 2.59 | 6.15 | 2.63 | 91.93 | 81.32 | 90.48 | 77.92 | -- | -- | 0.0542 | 178.62 | -32.93 | -6.02 | -38.12 | -7.05 | -- | 2.58 |
| Smithson Investment Trust PLC | 321.92m | 293.32m | 2.10bn | 0.00 | 7.88 | 0.8586 | -- | 6.53 | 1.74 | 1.74 | 1.94 | 15.98 | 0.1293 | -- | 112.88 | -- | 11.78 | 5.01 | 11.80 | 5.02 | 93.70 | 85.91 | 91.11 | 82.05 | -- | -- | 0.00 | 0.00 | 134.25 | 165.33 | 130.31 | -- | -- | -- |
| Petershill Partners PLC | 433.87m | 257.99m | 2.13bn | 0.00 | 8.34 | 0.5497 | 8.26 | 4.91 | 0.2282 | 0.2282 | 0.3835 | 3.46 | 0.0947 | -- | 4.42 | -- | 5.63 | -- | 5.81 | -- | -- | -- | 59.46 | -- | -- | 12.28 | 0.0927 | -- | 230.72 | -- | 170.90 | -- | -- | -- |
| HgCapital Trust plc | 247.91m | 230.52m | 2.20bn | 0.00 | 9.53 | 0.9591 | -- | 8.86 | 0.5036 | 0.5036 | 0.5416 | 5.00 | 0.1095 | -- | 1.27 | -- | 10.19 | 16.41 | 10.20 | 16.43 | 41.94 | -- | 92.99 | 95.94 | -- | 52.85 | 0.00 | 9.82 | 98.45 | 18.84 | 114.47 | 17.91 | -- | 7.16 |
| Renewables Infrastructure Group Ltd | -24.20m | 5.80m | 2.42bn | 0.00 | 417.17 | 0.7607 | -- | -- | 0.0023 | 0.0023 | -0.0097 | 1.28 | -0.0074 | -- | -- | -- | 0.1774 | 8.07 | 0.1775 | 8.07 | -- | 99.90 | -- | 102.94 | -- | -- | 0.00 | 70.79 | -104.36 | -- | -98.89 | -45.73 | -- | 2.17 |
| Monks Investment Trust PLC | 20.25m | -790.00k | 2.42bn | 0.00 | -- | 1.14 | -- | 119.44 | -0.0115 | -0.0115 | 0.0878 | 9.89 | 0.0082 | -- | 4.06 | -- | -0.0321 | 5.19 | -0.0336 | 5.38 | 17.76 | 90.00 | -3.90 | 87.97 | -- | -- | 0.0768 | 4.18 | 92.07 | -- | 89.11 | -- | -- | 17.61 |
| HICL Infrastructure PLC | 73.10m | 68.20m | 2.49bn | 0.00 | 36.58 | 0.7703 | -- | 34.13 | 0.0336 | 0.0336 | 0.036 | 1.59 | 0.0222 | -- | 243.67 | -- | 2.07 | 7.55 | 2.07 | 7.55 | -- | 99.95 | 93.30 | 98.41 | -- | -- | 0.00 | 74.21 | -45.59 | 10.27 | -46.19 | 10.25 | -- | 0.999 |
| Jpmorgan Global Growth & Income PLC | 338.65m | 322.78m | 2.56bn | 0.00 | 6.94 | 1.11 | -- | 7.56 | 0.7878 | 0.7878 | 0.8247 | 4.95 | 0.1697 | -- | 51.51 | -- | 16.17 | 9.68 | 17.35 | 9.79 | 97.15 | 93.53 | 95.31 | 90.39 | -- | -- | 0.0628 | 38.67 | 1,024.15 | 39.31 | 733.21 | 39.40 | -- | 6.77 |
| RIT Capital Partners plc | 143.20m | 66.10m | 2.61bn | 62.00 | 40.19 | 0.7374 | -- | 18.26 | 0.4444 | 0.4444 | 0.949 | 24.22 | 0.0355 | -- | 0.8919 | 2,309,678.00 | 1.64 | 5.89 | 1.74 | 6.32 | 75.98 | 92.52 | 46.16 | 78.21 | -- | -- | 0.0736 | 23.16 | 128.16 | 14.77 | 111.45 | 19.52 | 8.45 | 2.86 |
| 3i Infrastructure PLC | -100.00bn | -100.00bn | 2.99bn | 0.00 | -- | 0.9235 | -- | -- | -- | -- | -- | 3.51 | -- | -- | -- | -- | -- | 11.91 | -- | 12.11 | -- | 81.57 | -- | 82.00 | -- | -- | 0.1623 | 28.99 | -3.87 | -4.34 | -2.48 | -3.86 | -- | 7.27 |
| Greencoat UK Wind PLC | 234.38m | 126.19m | 3.16bn | 0.00 | 25.29 | 0.8392 | -- | 13.49 | 0.0545 | 0.0545 | 0.1011 | 1.64 | 0.0443 | -- | 266.49 | -- | 2.38 | 8.57 | 2.55 | 8.78 | 85.99 | 93.65 | 53.84 | 82.54 | -- | 3.35 | 0.3206 | 48.87 | -77.14 | 0.184 | -86.77 | -9.02 | -- | 8.17 |
| Alliance Trust PLC | 638.61m | 599.67m | 3.41bn | 0.00 | 5.76 | 1.02 | 10.84 | 5.34 | 2.08 | 2.08 | 2.22 | 11.75 | 0.191 | -- | 67.33 | -- | 17.93 | 10.12 | 18.16 | 10.50 | 95.97 | 94.26 | 93.90 | 90.58 | -- | 158.48 | 0.0645 | 16.53 | 406.33 | -- | 347.14 | -- | -- | 13.20 |
| Polar Capital Technology Trust plc | 536.66m | 508.93m | 3.52bn | 0.00 | 7.21 | 1.16 | -- | 6.57 | 4.04 | 4.04 | 4.25 | 25.10 | 0.1794 | -- | 19.56 | -- | 17.01 | 10.80 | 17.38 | 11.08 | 95.42 | 92.33 | 94.83 | 91.31 | -- | -- | 0.0161 | 0.00 | 65.34 | -- | 59.33 | -- | -- | -- |
| F&C Investment Trust PLC | 583.25m | 532.84m | 4.89bn | 0.00 | 9.39 | 0.9832 | -- | 8.38 | 1.03 | 1.03 | 1.13 | 9.88 | 0.1073 | -- | 52.30 | -- | 9.81 | 8.48 | 9.82 | 8.59 | 94.78 | 93.57 | 91.36 | 90.80 | -- | -- | 0.1035 | 15.79 | 231.80 | -- | 208.44 | -- | -- | 5.97 |
