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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
- LocationPolar Capital Technology Trust16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 207 227 2700
- Fax+44 207 227 2799
- Websitehttp://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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Finsbury Growth & Income Trust PLC | -105.08m | -118.74m | 1.85bn | 0.00 | -- | 1.04 | -- | -- | -0.5351 | -0.5351 | -0.4726 | 8.48 | -0.0529 | -- | -- | -- | -5.97 | 4.07 | -6.04 | 4.10 | -- | 87.74 | -- | 85.35 | -- | -- | 0.0197 | 47.60 | -150.01 | -- | -160.39 | -- | -- | -- |
| Templeton Emerging Markets Inv Trust plc | -393.77m | -427.85m | 1.89bn | 0.00 | -- | 1.01 | -- | -- | -0.363 | -0.363 | -0.3342 | 1.60 | -0.174 | -- | -- | -- | -18.91 | 4.61 | -19.20 | 4.76 | -- | 81.68 | -- | 78.31 | -- | -- | 0.0507 | 46.40 | -142.89 | -- | -147.35 | -- | -- | 18.16 |
| Personal Assets Trust PLC | -34.26m | -51.63m | 1.89bn | 0.00 | -- | 0.9165 | -- | -- | -0.1507 | -0.1507 | -0.0976 | 5.27 | -0.0195 | -- | -- | -- | -2.94 | 5.82 | -2.94 | 5.86 | -- | 90.32 | -- | 87.30 | -- | -- | 0.00 | 22.15 | -13.60 | 10.47 | -18.52 | 10.16 | -- | 0.00 |
| Petershill Partners PLC | -100.00bn | -100.00bn | 1.90bn | -- | -- | 0.4746 | -- | -- | -- | -- | -- | 3.53 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.0668 | -- | -- | -- | -- | -- | -- | -- |
| Bridgepoint Group PLC | -100.00bn | -100.00bn | 1.97bn | 340.00 | -- | 2.70 | -- | -- | -- | -- | -- | 0.8877 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.4627 | -- | 40.80 | -- | 58.44 | -- | -- | -- |
| Caledonia Investments plc | 396.10m | 376.50m | 1.98bn | 66.00 | 5.32 | 0.7124 | -- | 5.00 | 6.81 | 6.81 | 7.17 | 50.88 | 0.1471 | -- | 56.99 | 6,001,515.00 | 13.98 | 10.87 | 14.13 | 11.03 | -- | -- | 95.05 | 91.68 | -- | -- | 0.00 | 23.20 | 29.11 | 14.89 | 31.16 | 16.07 | -47.15 | 3.41 |
| City of London Investment Trust plc | 111.61m | 99.23m | 2.03bn | 0.00 | 18.97 | 1.08 | -- | 18.14 | 0.2227 | 0.2227 | 0.2487 | 3.91 | 0.0589 | -- | 10.33 | -- | 5.23 | 3.03 | 5.29 | 3.08 | 90.71 | 82.69 | 88.91 | 79.73 | -- | -- | 0.0604 | 146.07 | -59.87 | -10.76 | -62.69 | -11.70 | -- | 3.25 |
| Monks Investment Trust PLC | -971.85m | -989.91m | 2.43bn | 0.00 | -- | 1.02 | -- | -- | -4.26 | -4.26 | -4.25 | 10.17 | -0.3244 | -- | -- | -- | -33.04 | 8.19 | -33.74 | 8.49 | -- | 93.29 | -- | 91.89 | -- | -- | 0.0884 | 2.44 | -155.23 | -- | -157.79 | -- | -- | 13.46 |
| Smithson Investment Trust PLC | -705.60m | -737.61m | 2.49bn | 0.00 | -- | 1.09 | -- | -- | -4.07 | -4.07 | -4.12 | 13.39 | -0.2729 | -- | -- | -- | -28.53 | -- | -28.60 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | 3.55 | -- | 1.45 | -- | -- | -- |
| Polar Capital Technology Trust plc | -897.13m | -926.46m | 2.55bn | 0.00 | -- | 0.9517 | -- | -- | -6.94 | -6.94 | -6.76 | 20.95 | -0.2705 | -- | -- | -- | -27.94 | 15.55 | -28.38 | 16.00 | -- | 93.77 | -- | 92.99 | -- | -- | 0.0193 | 0.00 | -120.70 | -- | -124.32 | -- | -- | -- |
| International Public Partnerships Ltd | 359.07m | 321.19m | 2.93bn | 0.00 | 8.34 | 0.974 | -- | 8.15 | 0.1837 | 0.1837 | 0.2067 | 1.57 | 0.132 | -- | 6.92 | -- | 11.81 | 5.06 | 11.86 | 5.10 | 91.35 | 80.97 | 89.45 | 77.44 | -- | -- | 0.00 | 95.58 | 77.87 | -3.73 | 112.82 | -6.12 | -- | 2.63 |
| 3i Infrastructure PLC | 517.00m | 404.00m | 2.93bn | 0.00 | 7.26 | 1.08 | -- | 5.67 | 0.4532 | 0.4532 | 0.58 | 3.03 | 0.1903 | -- | 4.92 | -- | 14.87 | 14.30 | 15.02 | 14.60 | 79.69 | 81.11 | 78.14 | 81.20 | -- | 81.80 | 0.0787 | 52.87 | 133.94 | 17.34 | 96.12 | 22.53 | -- | 6.72 |
| Alliance Trust PLC | -213.95m | -245.68m | 3.00bn | 3.00 | -- | 1.06 | -- | -- | -0.8202 | -0.8202 | -0.6969 | 9.64 | -0.0623 | -- | -- | -71,315,000.00 | -7.15 | 10.40 | -7.47 | 10.87 | -- | 94.85 | -- | 91.53 | -- | -- | 0.0806 | 14.75 | 118.40 | -2.91 | 134.73 | -3.01 | -- | 8.33 |
| RIT Capital Partners plc | -141.10m | -217.10m | 3.09bn | 58.00 | -- | 0.7806 | -- | -- | -1.40 | -1.40 | -0.9005 | 25.37 | -0.0299 | -- | -- | -2,432,759.00 | -4.61 | 10.62 | -5.06 | 11.60 | -- | 96.32 | -- | 87.73 | -- | -- | 0.1079 | 13.45 | 66.34 | 22.23 | 70.51 | 23.25 | -- | 2.60 |
| Renewables Infrastructure Group Ltd | 608.35m | 599.28m | 3.24bn | 0.00 | 5.06 | 0.9715 | -- | 5.32 | 0.2579 | 0.2579 | 0.2658 | 1.34 | 0.2121 | -- | 22.47 | -- | 20.89 | 8.45 | 20.90 | 8.45 | 99.97 | 99.85 | 98.51 | 104.31 | -- | 87.59 | 0.00 | 72.97 | 46.67 | 18.12 | 110.11 | 25.39 | -- | 1.74 |
| HICL Infrastructure PLC | 335.10m | 331.80m | 3.30bn | 0.00 | 9.53 | 0.9872 | -- | 9.83 | 0.1702 | 0.1702 | 0.1712 | 1.64 | 0.1056 | -- | 1,117.00 | -- | 10.45 | 7.37 | 10.45 | 7.37 | -- | 99.95 | 99.02 | 98.45 | -- | -- | 0.00 | 77.26 | 140.18 | 15.79 | 142.73 | 15.83 | -- | 1.54 |
| Holder | Shares | % Held |
|---|---|---|
| Rathbone Investment Management Ltd.as of 25 Jan 2023 | 12.66m | 9.83% |
| Brewin Dolphin Ltd.as of 30 Apr 2022 | 9.95m | 7.72% |
| Investec Wealth & Investment Ltd.as of 30 Apr 2022 | 6.81m | 5.29% |
| Quilter Cheviot Ltd.as of 30 Apr 2022 | 6.67m | 5.18% |
| Lazard Asset Management LLCas of 30 Apr 2022 | 6.38m | 4.96% |
| Hargreaves Lansdown Stockbrokers Ltd.as of 01 Oct 2022 | 5.94m | 4.61% |
| Evelyn Partners Investment Management LLPas of 01 Oct 2022 | 5.09m | 3.96% |
| J. M. Finn & Co. Ltd.as of 01 Oct 2022 | 2.83m | 2.20% |
| Hargreaves Lansdown Asset Management Ltd.as of 01 Oct 2022 | 2.33m | 1.81% |
| BlackRock Investment Management (UK) Ltd.as of 01 Oct 2022 | 1.43m | 1.11% |
