Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund C Class (Retail) header image

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.

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Source

https://www.polencapital.com/strategies/focus-growth-ucits

Tags:
us equities russell 1000 growth s&p 500 large cap

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OTHER SHARE CLASSES OF THIS FUND

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)
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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)
starstarstarstarstar

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)
starstarstarstarstar

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)
starstarstarstarstar

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)
starstarstarstarstar

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)
starstarstarstarstar

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)
starstarstarstarstar

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
starstarstarstarstar

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)
starstarstarstarstar

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)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.26%EUR 20.73