In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds that invest at least 80% of their assets in equities of technology and related sectors, including industries such as telecommunications, robotics and online retailers.
Some funds in the sector may have a specific focus such as an industry focus (e.g. automation and robotics) or country/regional focus (e.g. Asian Technology) or thematic focus (e.g. digitalisation). These funds may exhibit different characteristics to diversified technology funds and investors should take extra care when making comparisons.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Global Equity - Technology | ||||
| Polar Capital Global Technology | 6 | A specialist equity fund that invests in the technology sector, with an emphasis on companies with high growth potential. The approach is framed by the team's thematic research and as a result, there is an emphasis upon innovative companies that have disruptive new technologies. Within its sector, the fund features in our 'Global Equity - Technology' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
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