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From the end of May 2025 FTSE100 provided a rate of return of 19%. However, there are many companies that have performed much better.
Let’s take a closer look at the top three and see if there’s still time to join the party.
| Warehouse | Change in share price over one year |
|---|---|
| Polar Capital Technology Trust (LSE:PCT) | 113% |
| Antofagasta (LSE:ANTO) | 127% |
| Fresnillo (LSE:FRES) | 191% |
Hot!
The purpose of Polar Capital Technology Trust is “cut through the noise“often associated with the technology sector. For this purpose, it invests in enterprises”playing on structural, secular trendsNo wonder he only holds positions in companies that fully leverage artificial intelligence.
About 30% of its £7.3 billion portfolio is made up of the Magnificent 7, which goes a long way to explaining how net asset value (NAV) per share rose 102% in the year ended April 30 compared with a 55% rise in the trust’s chosen benchmark, i.e. Dow Jones Global Technology Index.
I think trust is a great way to gain a foothold in the tech sector without having to decide who the long-term winners will be. Thanks to one share, the risk is spread over 101 different companies. It is trading at a 7.5% discount to NAV.
Despite the great streak, I think there is still more ahead of us. Therefore, I believe that this company is still worth considering.
Hotter!!
Antofagasta is a copper miner from Chile. And because the metal now forms an vital part of the manufacturing process, including electric vehicles and renewable energy infrastructure, the group has benefited from a 32% rise in the price of copper over the past year.
However, the price of copper is closely related to the condition of the global economy. Any slowdown and profits in the sector could be severely affected. Unfavorable changes in exchange rates and political instability may also affect the group.
For now, however, market fundamentals suggest that copper prices are likely to remain at historically elevated levels. Given its huge reserves, high margin and powerful balance sheet, Antofagasta may be worth considering for those who are ready to add something at the riskier end of the scale to their portfolios.
The hottest!!!
Fresnillo, a Mexican gold and silver mining company, was the best performer on the FTSE 100 index last year, largely due to a piercing augment in prices of these precious metals by 34% and 116% respectively.
However, investing in this sector is risky. Unstable prices, production disruptions and geopolitical instability are constant threats.
However, I believe the long-term outlook for gold and silver is positive, with both expected to experience supply imbalances. Central banks are the largest buyers of the former, wanting to reduce their exposure to the dollar and protect themselves against expected higher inflation. Data centers and renewable energy are just two of the sectors helping to drive demand for silver.
Personally, I think the recent decline in prices of these two precious metals – both are more than a third off their 52-week highs – makes Fresnillo stock worth considering. However, with volatile commodity prices having a major impact on the group’s profits, investors should be prepared for a bumpy road ahead.
Is it worth investing £5,000 in Polar Capital Technology Trust Plc now?
If investing expert Mark Rogers and his team have stock advice, it can pay to listen. After all, Twelfth Magpie’s flagship Share Advisor newsletter, which it has run for almost a decade, provides thousands of paying members with the best share recommendations from across the UK and US markets.
Mark believes there are 6 standout stocks that investors should consider buying right now. Want to see if Polar Capital Technology Trust Plc is on the list?
James Beard does not hold any position in the companies mentioned.
