Hot, hotter, hottest. Is it too late to consider these 3 FTSE 100 shares?

Because the finish of Could 2025, the FTSE 100 has delivered a return of 19%. However there are many shares which have performed a lot better than this.

Let’s take a better have a look at the highest three and consider whether or not there’s nonetheless time to be a part of the social gathering.

Sizzling!

Polar Capital Know-how Belief seeks to “reduce via the hype” typically related to the tech sector. To do that, it invests in companies “enjoying on structural, secular developments”. Unsurprisingly, it solely takes positions in firms which might be absolutely embracing AI.

Round 30% of its £7.3bn portfolio is accounted for by the ‘Magnificent 7’, which works a good distance to explaining how its internet asset worth (NAV) per share elevated by 102% through the 12 months ended 30 April, in contrast to a 55% enhance within the belief’s chosen benchmark, the Dow Jones World Know-how Index.

I believe the belief’s a wonderful means to get a foothold within the tech sector with out having to resolve who the long-term winners are going to be. Via one shareholding, threat is unfold throughout 101 completely different firms. And it trades at a 7.5% low cost to its NAV.

Regardless of its stellar run, I believe there might be extra to come. That’s why I imagine it’s a inventory that’s nonetheless price contemplating.

Hotter!!

Antofagasta’s a copper miner based mostly in Chile. And with the metallic now a necessary a part of the manufacturing course of for, amongst different issues, electrical autos and renewable vitality infrastructure, the group’s benefitted from a 32% rise within the worth of copper over the previous 12 months.

Nonetheless, the worth of copper is carefully associated to the well being of the worldwide financial system. Any slowdown and earnings within the sector might be badly hit. Opposed change price actions and political instability might additionally have an effect on the group.

However for now, market fundamentals recommend copper costs are seemingly to stay at their traditionally elevated stage. Set alongside its enormous reserves, excessive margin, and robust steadiness sheet, Antofagasta might be one to consider for these ready to add one thing on the riskier finish of the size to their portfolios.

Hottest!!!

Fresnillo, the Mexican gold and silver miner, has been the FTSE 100’s greatest performer over the previous 12 months, largely due to the worth of these treasured metals hovering 34% and 116% respectively.

However investing within the sector is dangerous. Risky costs, manufacturing interruptions, and geopolitical instability are persistent threats.

Nonetheless, I imagine the long-term outlook for gold and silver is constructive with each anticipated to be in provide imbalance. Central banks are the most important patrons of the previous as they search to scale back their publicity to the greenback and hedge in opposition to anticipated larger inflation. Knowledge centres and renewable vitality are simply two of the sectors serving to to increase the demand for silver.

Personally, I believe the current pullback within the worth of these two treasured metals – each are over a 3rd decrease than their 52-week highs — makes Fresnillo a inventory to consider. Nonetheless, with erratic commodity costs basic to the group’s earnings, traders must be ready for a bumpy experience.

Must you make investments £5,000 in Polar Capital Know-how Belief Plc proper now?

When investing professional Mark Rogers and his workforce have a inventory tip, it pays to pay attention. In spite of everything, the flagship Twelfth Magpie Share Advisor publication he has run for practically a decade has offered 1000’s of paying members with high inventory suggestions from the UK and US markets.

And proper now, Mark thinks there are 6 standout shares that traders ought to consider shopping for. Need to see if Polar Capital Know-how Belief Plc made the record?

James Beard doesn’t maintain any positions within the firms talked about.