Business description: Polar Capital Technology Trust plc

Polar Capital Technology Trust plc is an investment trust. 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 invest and manage its assets in a manner that is consistent with spreading investment risk and invests in a Portfolio comprised primarily of international quoted equities which is diversified across both regions and sectors. It invests across various sectors, such as semiconductors and semiconductor equipment; software; technology hardware, storage and peripherals; interactive media and services; information technology (IT) services; financial services; broadline retail; electronic equipment, instruments and components; communications equipment; hotels, restaurants and leisure, and others. Its portfolio spans across North America, Europe and Asia Pacific. Its investment manager and the alternative investment fund manager (AIFM) is Polar Capital LLP.

Sales by Activity: Polar Capital Technology Trust plc

Fiscal Period: April20212022202320242025

Investing in a Diversified Portfolio of Tech. Companies

109.67Cr -24Cr -8.68Cr 114.79Cr 16Cr
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Geographical breakdown of sales: Polar Capital Technology Trust plc

Fiscal Period: April20212022202320242025

North America (inc. Latin America)

81.03L 69.45L 76.58L 68.25L 1.04Cr

Asia Pacific (Inc. Middle East)

91.57L 67.54L 69.86L 77.49L 74.41L

Europe

9L 21.71L 15.16L 9L 12.46L
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Executive Committee: Polar Capital Technology Trust plc

Manager TitleAgeSince
Chief Tech/Sci/R&D Officer - -
Chief Tech/Sci/R&D Officer 53 21/08/2012
Corporate Secretary - -
Corporate Officer/Principal - 01/05/2012
See POLAR CAPITAL TECHNOLOGY TRUST PLC governance

Composition of the Board of Directors: Polar Capital Technology Trust plc

Director TitleAgeSince
Director/Board Member - 23/03/2017
Director/Board Member 70 15/01/2018
Director/Board Member 59 15/01/2018
Director/Board Member 58 06/09/2021
Chairman 60 -
Director/Board Member 62 03/12/2024
Composition of the Board of Directors

Shareholders: Polar Capital Technology Trust plc

NameEquities%Valuation
Rathbones Investment Management Ltd.
10.39 %
12,18,50,603 10.39 % 607 M p
Brewin Dolphin Ltd.
8.481 %
9,94,68,290 8.481 % 495 M p
Lazard Asset Management LLC
5.443 %
6,38,34,540 5.443 % 318 M p
Quilter Cheviot Ltd.
4.999 %
5,86,33,161 4.999 % 292 M p
J. M. Finn & Co. Ltd.
2.335 %
2,73,82,000 2.335 % 136 M p
List of POLAR CAPITAL TECHNOLOGY TRUST PLC shareholders

Company details: Polar Capital Technology Trust plc

Polar Capital Technology Trust Plc

16 Palace Street

SW1E 5JD, London

+011 44 20 72272700

http://www.polarcapitaltechnologytrust.co.uk
address Polar Capital Technology Trust plc(PCT)

Investment Trusts

Change 5d. change 1-year change 3-years change Capi.($)
+0.33%+2.97%+12.06%+90.50% 589.38Cr
+0.33%+1.11%+18.12%+32.02% 1.62TCr
-0.13%+1.01%+8.53%+37.20% 733.5Cr
+0.08%+0.67%+1.81%+34.66% 663.96Cr
+0.09%+1.64%-3.12%+32.54% 432.74Cr
-0.04%+3.50%-9.12%-18.42% 374.86Cr
+0.21%-0.32%+0.20%-23.07% 356.01Cr
-0.23%+1.14%+10.26%+36.53% 327.52Cr
+0.30%+0.82%+14.00%+22.36% 325.2Cr
-0.20%+0.39%-1.17%+55.18% 312.04Cr
Average +0.05%+1.53%+5.16%+29.95% 573.76Cr
Weighted average by Cap. +0.11%+1.54%+8.16%+33.29%
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