Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund C Class (Retail)
Fund
ISIN IE00BGK04P48 / Valor null
NAV (2025-03-13)
USD 33.14-2.64%
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund C Class (Retail)
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General Objective
The Polen Capital Focus U.S. Growth Fund aims to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained growth.
Fund Exposure
In seeking to achieve its investment objective, the fund primarily invests in shares of large capitalization companies listed on recognized exchanges in the United States of America. It focuses on companies with high returns on capital and double-digit total return, holding a concentrated portfolio of approximately 25 high-quality growth companies.
Risks
Some of the risks associated with the Polen Capital Focus U.S. Growth Fund include operational risk, counterparty risk, and securities risk. Operational risk pertains to potential failures in management, business, or administration processes, while counterparty risk involves the failure of a counterparty to deliver proceeds related to securities transactions. Securities risk refers to the fluctuation in the value of investments due to market movements.
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Retail)
Annual Return
-50%0%+50%
Risk level
110
-2.65%USD 29.81
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl unhdg)
Annual Return
-50%0%+50%
Risk level
110
-2.47%GBP 31.58
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Institutional)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Institutional)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Institutional)
Annual Return
-50%0%+50%
Risk level
110
-2.64%GBP 25.84
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Retail)
Annual Return
-50%0%+50%
Risk level
110
-2.62%GBP 15.63
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund CHF Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund CHF Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund CHF Class (Retail)
Annual Return
-50%0%+50%
Risk level
110
-2.65%CHF 8.46
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg)
Annual Return
-50%0%+50%
Risk level
110
-2.65%USD 18.02
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl Unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl Unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl Unhdg)
Annual Return
-50%0%+50%
Risk level
110
-2.53%GBP 11.18
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class
Annual Return
-50%0%+50%
Risk level
110
-2.41%GBP 14.15
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD E Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD E Class (Retail)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD E Class (Retail)
Annual Return
-50%0%+50%
Risk level
110
-2.64%USD 16.60
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Instl Unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Instl Unhdg)
Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Instl Unhdg)