Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund USD Class (Retail) header image

Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund USD Class (Retail)

Fund

ISIN IE00BYWHBB40 / Valor null

NAV (2026-09-17)
USD 11.43+2.05%

Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund USD Class (Retail)
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Polen Capital US Small Company Growth Fd focuses on achieving long-term growth by investing in a concentrated selection of approximately 25 to 35 high-quality U.S. growth companies. The fund targets businesses with strong competitive advantages and the potential for sustained earnings growth, emphasizing companies that generate high returns on capital and aim for double-digit total returns. By maintaining a low portfolio turnover, Polen Capital US Small Company Growth Fd holds these selected companies for the long term, aligning its strategy with the Russell 2000 Growth benchmark.

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Tags:
small cap russell 2000 growth index u s equities

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OTHER SHARE CLASSES OF THIS FUND

Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund USD Class (Instl)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund USD Class (Instl) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund USD Class (Instl)
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Annual Return

-50%0%+50%

Risk level

110
2.07%USD 21.72
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund D GBP Class(Instl)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund D GBP Class(Instl) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund D GBP Class(Instl)
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Annual Return

-50%0%+50%

Risk level

110
1.98%GBP 12.39
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund F GBP Class(Instl)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund F GBP Class(Instl) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund F GBP Class(Instl)
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Annual Return

-50%0%+50%

Risk level

110
2.06%GBP 12.38
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund F GBP (Instl UnH)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund F GBP (Instl UnH) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund F GBP (Instl UnH)
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Annual Return

-50%0%+50%

Risk level

110
2.26%GBP 12.24
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund GBP Retail
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund GBP Retail Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund GBP Retail
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Annual Return

-50%0%+50%

Risk level

110
2.08%GBP 9.83
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund D GBP (Instl UnH)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund D GBP (Instl UnH) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund D GBP (Instl UnH)
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Annual Return

-50%0%+50%

Risk level

110
2.25%GBP 12.27
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund C Class (Retail)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund C Class (Retail) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund C Class (Retail)
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Annual Return

-50%0%+50%

Risk level

110
1.98%USD 10.84
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund A USD (unhedged)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund A USD (unhedged) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund A USD (unhedged)
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Annual Return

-50%0%+50%

Risk level

110
2.01%USD 14.20
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund GBP (Instl UnH)Acc
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund GBP (Instl UnH)Acc Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund GBP (Instl UnH)Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.28%GBP 12.09
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund EUR Class (Instl)
Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund EUR Class (Instl) Polen Capital Investment Funds plc - Polen Capital 5Perspectives U.S. Small Fund EUR Class (Instl)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.11%EUR 10.63