Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund A USD (unhedged) header image

Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund A USD (unhedged)

Fund

ISIN IE00BYWHBP85 / Valor null

NAV (2025-02-07)
USD 10.74-1.65%

Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund A USD (unhedged)
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The 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

The fund primarily invests in shares of large capitalization companies listed on recognized exchanges in the United States of America, American Depositary Receipts, and ancillary liquid assets. It focuses on companies with high returns on capital and double-digit total returns.

Risks

Some of the risks associated with this fund include operational risk, counterparty risk, and securities risk. Operational risk pertains to management or business processes potentially failing, while counterparty risk involves a counterparty failing to deliver proceeds related to securities transactions. Securities risk refers to the fluctuation of markets or exchanges where the fund invests, impacting the value of investments.

Content summarized by AI chatbot
Source

https://www.polencapital.com/strategies/us-small-company-growth-ucits

Tags:
small cap russell 2000 growth index u s equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund C Class (Retail)
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund C Class (Retail) Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund C Class (Retail)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%USD 8.23
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund USD Class (Instl)
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund USD Class (Instl) Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund USD Class (Instl)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.70%USD 16.21