Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund C Class (Retail)
Fund
ISIN IE00BYWHBQ92 / Valor null
NAV (2025-02-04)
USD 8.29-0.96%
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund C Class (Retail)
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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.
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund A USD (unhedged)
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund A USD (unhedged)
Polen Capital Investment Funds plc - Polen Capital U.S. Small Company Growth Fund A USD (unhedged)
Annual Return
-50%0%+50%
Risk level
110
-0.92%USD 10.82
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)