Business description: Polar Capital Technology Trust plc

Polar Capital Technology Trust Plc is a United Kingdom-based 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’s interest in any one company will not exceed 10% of the gross assets of the Company, save where the Benchmark weighting of any investee company in the Company’s portfolio exceeds this level, in which case the Company will be permitted to increase its exposure to such investee company up to the Benchmark neutral weighting of that company or, if lower, 15% of the Company’s gross assets. The Company will have a maximum exposure to companies listed in emerging markets (as defined by the MSCI Emerging Markets Index) of 25% of its gross assets. It invests in various sectors, including software, semiconductors and semiconductor equipment, and others. The Company's investment manager and alternative investment fund manager is Polar Capital LLP.

Sales by Activity: Polar Capital Technology Trust plc

Fiscal Period: April 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

Investing in a Diversified Portfolio of Tech. Companies

109.67Cr -24Cr -8.68Cr 114.79Cr 16Cr

Geographical breakdown of sales: Polar Capital Technology Trust plc

Fiscal Period: April 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

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

Executive Committee: Polar Capital Technology Trust plc

Manager TitleAgeSince
Corporate Secretary - -
Corporate Officer/Principal - 02/09/2010
Corporate Officer/Principal - 01/05/2012
Corporate Officer/Principal 54 02/09/2010

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

Director TitleAgeSince
Director/Board Member - 23/03/2017
Director/Board Member 71 15/01/2018
Director/Board Member 60 15/01/2018
Director/Board Member 59 06/09/2021
Chairman 61 08/09/2022
Director/Board Member 63 03/12/2024

Shareholders: Polar Capital Technology Trust plc

NameEquities%Valuation
Rathbones Investment Management Ltd.
10.94 %
12,19,37,124 10.94 % 999 M p
Brewin Dolphin Ltd.
8.927 %
9,94,68,290 8.927 % 815 M p
Lazard Asset Management LLC
5.729 %
6,38,34,540 5.729 % 523 M p
Quilter Cheviot Ltd.
5.265 %
5,86,63,161 5.265 % 481 M p
Forsyth Barr Custodians Ltd.
2.369 %
2,63,95,982 2.369 % 216 M p

Company details: Polar Capital Technology Trust plc

Polar Capital Technology Trust Plc

16 Palace Street

SW1E 5JD, London

+

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

Investment Trusts

Change 5d. change 1-year change 3-years change Capi.($)
+2.82%+4.42%+105.18%+234.49% 986.4Cr
Average +2.86%+4.55%+105.18%+234.49% 986.4Cr
Weighted average by Cap. +2.86%+4.55%+105.18%+234.49%
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