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Digital world: top tech funds to watch

We've rounded up the top five tech funds.

With technology becoming more and more integrated in daily life, workplaces and finance, it's no surprise that investors are always keeping an eye on IT and FANG stocks. 

We've checked our database and rounded up the top five technology funds investors should be paying attention to.

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With technology becoming more and more integrated in daily life, workplaces and finance, it's no surprise that investors are always keeping an eye on IT and FANG stocks. 

We've checked our database and rounded up the top five technology funds investors should be paying attention to.

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Please sign in or register to comment. It is free to register and only takes a minute or two.

5. Janus Henderson Global Multi Technology Fund

Returns over three years: 88.7% as of 30 June 2018

Fund size: CHF 183.3 million

Fund managers: Brad Slingerlend and Denny Fish 

The Janus Henderson Global Multi Technology Fund, also known as the Tech Opportunity fund, is managed by Citywire A-rated Brad Slingerlend and Denny Fish and has seen returns of 88.7% over three years as of June 2018.

Its top holdings include Alphabet (6.3%), Microsoft (5.8%), Tencent  (3.5%), Salesforce (3.3) and Amazon (3.3%). Its top countries include the US (74.745%), China (8.2%) and the Netherlands (2.61%). 

 

 

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4. UBS (Lux) Equity Fund - Tech Opportunity (USD) P-acc

Returns over three years: 89.7% as of 30 June 2018

Fund size: CHF 312.2 million

Fund manager: Michael Nell

The UBS (Lux) Tech Opportunity fund, also known as the Global Multi Tech fund, is managed by Michael Nell and has seen returns of 89.7% over three years. 

Its top holdings include Facebook (9.35%), Visa (6.68%), Amazon (6.58%), Mastercard (5.76 %) and Micron Technology (5.04%). It invests heavily in the semiconductors and semiconductors equipment sector (35.15%), followed by software (12.97%).

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3. T Rowe Price Global Technology Equity Fund A 

Returns over three years: 92.1% as of 30 June 2018

Fund size: CHF 1.67 billion

Fund manager: Josh Spencer

The T Rowe Price Global Technology Equity Fund is managed by Citywire A-rated Josh Spencer and has seen returns of 92.1% over three years. 

Its top holdings include Alibaba, Altbaba, Applied Materials and Broadcom. It underweights the US by 6.4%, allocating a total of 64.8% to the region. It overweights China by 7.2%, totalling a 14.8% allocation.

Its largest sector overweight (27.5%) lies in semiconductors, which make up 45% of the fund. 

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2. BlackRock BGF World Technology Fund

Returns over three years: 96.3% as of 30 June 2018

Fund size: CHF 1.44 billion

Fund manager: Tony Kim

BlackRock's BGF World Technology Fund is managed by Citywire AA-rated Tony Kim and has seen returns of 96.3% over three years.

Its top holdings include Amazon (4.54%), Microsoft (4.39), Alphabet (4.34%) and Apple (3.35%). Its largest sector exposure is to software and services at 63.62%, an overweight of 6%. Its largest underweight (19.4%) lies in tech hardware and equipment, which makes up 6.28% of the fund. 

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1. Polar Capital Global Technology Fund

Returns over three years: 98.1% as of 30 June 2018

Fund size: CHF 2.48 billion

Fund managers: Nick Evans, Fatima Lu, Ben Rogoff, and Xuesong Zhao

The Polar Capital Global Technology Fund leads the pack, with returns of 98.1% over three years. It is managed by Nick Evans, Fatima Lu, Ben Rogoff and Xuesong Zhao, who are all Citywire A-rated.

Its top holdings include Alphabet (7.9%), Microsoft (7%), Apple (5.2%), Facebook (5%) and Alibaba (3.1%). Its largest sector overweight is to home entertainment software at 5.3%, and its largest underweight is in technology hardware, which makes up 8.9% of the fund. 

The fund is primarily allocated to the US and Canada (73.8%), though also allocated to Asia Pacific ex-Japan (11.8%) and Japan (8.2%). 

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