00:37:00
Funds in Focus | Polar Capital Global Technology Fund
- 16 mins 23 secs
Learning: Unstructured
Launched in 2001 as the TMT bubble was collapsing, this fund has produced impressive long-term returns. We look at the team behind the portfolio, the performance fee structure and analyse how the managers tilt their holdings in the face of headwinds and tailwinds for the sector. Giving their insights are:
- Ben Gutteridge, Director of Model Portfolio Services, Invesco
- Nathan Sweeney, Deputy CIO - Multi-Asset, Marlborough
- Matt Strachan, CIO, Thorntons Investment Management
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