Profile data is unavailable for this security.
About the company
Polar Capital Technology Trust plc is an investment trust. The investment objective of the Company is to maximize long-term capital growth through investing in a diversified portfolio of technology companies around the world. The Company's investment portfolio includes a range of sectors, such as Internet software and services; semiconductors and semiconductor equipment; technology hardware, storage and peripherals; Internet and catalog retail; communications equipment; information technology (IT) services; electronic equipment, instruments and components; healthcare technology; diversified telecommunications services; aerospace and defense; media; healthcare equipment and supplies; household durables; chemicals; electrical equipment; wireless telecommunication services; automobiles, and life sciences tools and services. Its portfolio spans North America; Europe, and Asia and Pacific. Polar Capital LLP is the investment manager of the Company.
- Revenue in GBP (TTM)383.47m
- Net income in GBP360.10m
- 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) | -- |
|---|---|
| AIC sector | Technology & Media |
| ISIN | GB0004220025 |
| Launch date | 16 Dec 1996 |
| Share type | Ordinary Share |
| Structure | -- |
| Base currency | GBP |
Objective
To maximise capital growth for shareholders through investment in a broadly diversified international portfolio of technology stocks around the world. The Manager may use financial derivatives to help achieve the investment objective and to manage exposure to risk.
Managed by
| Ben Rogoff, Fatima Lu, Xuesong Zhao, Alastair Unwin |
|---|
Management & contract fees
Management fee of 1% p.a. on NAV up to GBP 800m, 0.85% above GBP 800m to 1.6bn, 0.8% above GBP 1.6bn to 2bn, 0.7% above GBP 2bn. Performance fee of 10% over Benchmark. Agreement terminable on notice period of 12 months.
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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Syncona Ltd | -167.31m | -195.56m | 1.71bn | 0.00 | -- | 1.37 | -- | -- | -0.2954 | -0.2954 | -0.2528 | 1.88 | -0.1214 | -- | -- | -- | -14.19 | 9.67 | -14.32 | 9.75 | -- | -- | -- | 83.12 | -- | -- | 0.00 | 11.02 | -138.10 | -- | -147.55 | -- | -- | -- |
| Sequoia Economic Infrastrctr Incm Fd Ltd | -45.43m | -65.36m | 1.77bn | 0.00 | -- | 1.11 | -- | -- | -0.0387 | -0.0387 | -0.035 | 0.9669 | -0.0313 | -- | -- | -- | -4.50 | -- | -4.85 | -- | -- | -- | -- | -- | -- | -68.25 | 0.0214 | -- | -154.27 | -- | -194.49 | -- | -- | -- |
| Integrafin Holdings PLC | 105.37m | 44.44m | 1.81bn | 509.00 | 40.70 | 15.06 | 39.27 | 17.17 | 0.1341 | 0.1341 | 0.3181 | 0.3625 | 0.0068 | -- | 18.07 | 207,021.60 | 0.2873 | -- | 22.26 | -- | 95.80 | -- | 42.18 | -- | -- | -- | 0.0565 | -- | 8.74 | -- | 22.01 | -- | -- | -- |
| Finsbury Growth & Income Trust PLC | -121.45m | -134.65m | 1.81bn | 0.00 | -- | 1.11 | -- | -- | -0.6006 | -0.6006 | -0.6062 | 7.53 | -0.0753 | -- | -- | -- | -8.34 | 13.88 | -8.46 | 14.04 | -- | 95.73 | -- | 94.69 | -- | -- | 0.0226 | 14.58 | 70.40 | 47.40 | 73.53 | 49.54 | -- | 8.00 |
| Smithson Investment Trust PLC | 16.17m | 237.16m | 1.88bn | 0.00 | 7.51 | 1.04 | -- | 116.50 | 2.00 | 2.00 | 0.1458 | 14.48 | 0.0106 | -- | 3.03 | -- | 15.53 | -- | 15.61 | -- | 8.71 | -- | 1,466.85 | -- | -- | -- | 0.00 | -- | 535.09 | -- | 590.41 | -- | -- | -- |
| Templeton Emerging Markets Inv Trust plc | -197.11m | -226.74m | 1.96bn | 0.00 | -- | 1.12 | -- | -- | -0.9492 | -0.9492 | -0.8028 | 7.32 | -0.0955 | -- | -- | -- | -10.99 | 3.59 | -11.35 | 3.72 | -- | 78.53 | -- | 71.88 | -- | -- | 0.0533 | 47.87 | -497.45 | -- | -1,387.70 | -- | -- | 18.16 |
| Greencoat UK Wind PLC | 102.13m | 59.11m | 2.22bn | 0.00 | 37.56 | 1.22 | -- | 21.73 | 0.0389 | 0.0389 | 0.0673 | 1.20 | 0.0417 | -- | 170.22 | -- | 2.41 | 6.23 | 2.42 | 6.25 | 82.35 | 90.20 | 57.87 | 75.78 | -- | 4.79 | 0.256 | 75.69 | -61.58 | 16.19 | -78.61 | 7.29 | -- | 2.41 |
| Renewables Infrastructure Group Ltd | 145.63m | 162.03m | 2.38bn | 0.00 | 11.52 | 1.19 | -- | 16.35 | 0.119 | 0.119 | 0.1024 | 1.15 | 0.0919 | -- | 17.87 | -- | 10.22 | 9.22 | 10.23 | 9.24 | 99.86 | 99.78 | 111.26 | 101.02 | -- | -- | 0.00 | 68.23 | 16.55 | 44.49 | 31.57 | 47.39 | -- | 1.96 |
| Monks Investment Trust PLC | 75.66m | 58.29m | 2.52bn | 0.00 | 42.42 | 1.28 | -- | 33.31 | 0.265 | 0.265 | 0.3439 | 8.78 | 0.0367 | -- | 9.97 | -- | 2.82 | 10.91 | 2.98 | 11.48 | 81.91 | 94.19 | 77.04 | 92.57 | -- | -- | 0.066 | 2.12 | -64.53 | -9.46 | -70.44 | -12.66 | -- | -8.74 |
| Alliance Trust PLC | 79.53m | 48.17m | 2.60bn | 5.00 | 55.64 | 0.9556 | 53.82 | 32.73 | 0.1438 | 0.1438 | 0.2413 | 8.37 | 0.0266 | -- | 2.13 | 15,906,600.00 | 1.61 | 10.41 | 1.64 | 11.03 | 75.71 | 96.21 | 60.56 | 90.04 | -- | 9.45 | 0.0669 | 16.32 | 639.23 | 16.25 | 490.44 | 19.54 | -- | 7.25 |
| International Public Partnerships Ltd | 173.52m | 138.17m | 2.70bn | 0.00 | 18.17 | 1.11 | -- | 15.56 | 0.092 | 0.092 | 0.1152 | 1.51 | 0.0743 | -- | 7.23 | -- | 5.92 | 7.16 | 5.94 | 7.20 | 82.95 | 84.75 | 79.63 | 82.00 | -- | -- | 0.0114 | 68.37 | 3.49 | 14.16 | -0.1453 | 13.54 | -- | 2.78 |
| 3i Infrastructure PLC | 255.00m | 224.00m | 2.70bn | 0.00 | 11.47 | 1.19 | -- | 10.59 | 0.2643 | 0.2643 | 0.3009 | 2.55 | 0.1196 | -- | 4.88 | -- | 10.51 | 14.31 | 10.69 | 14.74 | 80.78 | 82.34 | 87.84 | 76.05 | -- | -- | 0.00 | 73.29 | -20.98 | -3.50 | -13.35 | -3.44 | -- | 3.76 |
| Polar Capital Technology Trust plc | 383.47m | 360.10m | 2.81bn | 0.00 | 7.60 | 1.19 | -- | 7.32 | 2.69 | 2.69 | 2.87 | 17.16 | 0.1723 | -- | 9.17 | -- | 16.18 | 20.06 | 16.76 | 20.80 | 94.63 | 94.49 | 93.91 | 93.73 | -- | -- | 0.0241 | 0.00 | -6.40 | 14.44 | -6.13 | 14.08 | -- | -- |
| HICL Infrastructure PLC | 51.60m | 49.50m | 3.33bn | 0.00 | 61.34 | 1.13 | -- | 64.56 | 0.028 | 0.028 | 0.0285 | 1.52 | 0.0213 | -- | -- | -- | 2.05 | 6.96 | 2.05 | 6.96 | 99.81 | 99.94 | 95.93 | 98.41 | -- | -- | 0.00 | 82.18 | -82.23 | -27.27 | -82.66 | -26.50 | -- | 2.52 |
| F&C Investment Trust PLC | 192.42m | 154.83m | 3.70bn | 0.00 | 23.98 | 0.9121 | -- | 19.21 | 0.2853 | 0.2853 | 0.3546 | 7.50 | 0.0437 | -- | 14.32 | -- | 3.52 | 10.61 | 3.53 | 10.92 | 86.48 | 94.40 | 80.47 | 92.23 | -- | -- | 0.0831 | 15.01 | 994.10 | 22.15 | 672.72 | 24.06 | -- | 4.52 |
| Holder | Shares | % Held |
|---|---|---|
| Rathbone Investment Management Ltd.as of 20 Aug 2019 | 14.39m | 10.48% |
| Brewin Dolphin Ltd.as of 30 Apr 2019 | 9.95m | 7.24% |
| Investec Wealth & Investment Ltd.as of 09 Jun 2020 | 6.81m | 4.96% |
| Quilter Cheviot Ltd.as of 04 Oct 2019 | 6.70m | 4.88% |
| Lazard Asset Management LLCas of 30 Apr 2019 | 6.38m | 4.65% |
| Hargreaves Lansdown Stockbrokers Ltd.as of 01 Jul 2020 | 5.58m | 4.06% |
| Smith & Williamson Investment Management LLPas of 01 Jul 2020 | 4.99m | 3.63% |
| J. M. Finn & Co. Ltd.as of 01 Jul 2020 | 2.93m | 2.14% |
| Legal & General Investment Management Ltd.as of 01 Jul 2020 | 2.43m | 1.77% |
| Hargreaves Lansdown Asset Management Ltd.as of 01 Jul 2020 | 2.30m | 1.68% |
