Five of the Best: Technology stocks

Tech picks

Ben Rogoff runs Polar Capital's £412m Technology trust, which has returned 146% over three years, against a 79% peer group average.

1. Apple The tech juggernaut is a solid, mega-cap story with limited absolute risk, but Rogoff has concerns over whether it can maintain its growth rate. "Apple's Q3 results have created some concerns over its future growth. The onus is on the company to have a successful next quarter," he said. 2. Google Rogoff’s confidence in the internet search engine giant was reassured by the recent positive Q3 numbers, which showed the company had scaled back its aggressive spending. "The key will be how it does in the mobile market. There are some concerns about how Google fits in to this area...