Polar Capital Technology Trust (PCT)

Category Sector Equity Technology
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

2,915.00p

Buy

2,925.00p

arrow-up90.00p (+3.17%)

Discount/Premium

-9.85%

Estimated NAV

3,144.805p

Prices updated at 26 Apr 2024, 18:09 BST
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Prices in GBX
Investment 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.
FTSE All-Share
arrow-up0.81%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 26 Apr 2024, 22:04

Trailing returns (%) as of 26 Apr 2024, 22:04

Annual performance (%)

Year
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This fundPeer group index
31 Mar 13 - 31 Mar 1415.2527.54
31 Mar 14 - 31 Mar 1521.3719.19
31 Mar 15 - 31 Mar 16-0.60-2.28
31 Mar 16 - 31 Mar 1761.5360.63
31 Mar 17 - 31 Mar 1816.7423.19
31 Mar 18 - 31 Mar 1915.4414.31
31 Mar 19 - 31 Mar 2024.68-2.94
31 Mar 20 - 31 Mar 2140.1762.05
31 Mar 21 - 31 Mar 223.78-2.22
31 Mar 22 - 31 Mar 23-12.20-14.78
31 Mar 23 - 31 Mar 2450.0019.65

Primary benchmark: Dow Jones World Technology TR GBP

Peer group index: Morningstar IT Technology & Technology Innovation

Trailing returns (%)

Year
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This fundPeer group index
1 Day-2.24-1.13
1 Month-6.13-3.55
3 Months4.42-2.83
6 Months29.7510.04
1 Year45.6820.09
3 Years annualised6.42-2.84
5 Years annualised15.627.68

Primary benchmark: Dow Jones World Technology TR GBP

Peer group index: Morningstar IT Technology & Technology Innovation

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.