Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Institutional)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 16.47 | 13.68 | 32.50 | 31.41 | 25.07 | -30.88 | 27.52 | 7.81 |
+/- Category | 0.55 | 11.33 | 5.27 | 0.26 | 3.15 | -9.36 | 0.82 | -7.70 |
+/- Category Index | 0.83 | 9.33 | 3.16 | -0.50 | -2.28 | -7.61 | -4.51 | -13.63 |
% Rank in Category | 49 | 1 | 15 | 43 | 45 | 89 | 46 | 84 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | -0.25 | -0.04 |
1 Week | -2.73 | -2.02 | -1.54 |
1 Month | 1.19 | 0.21 | 0.06 |
3 Months | -2.36 | -7.01 | -12.50 |
6 Months | 3.73 | -12.09 | -17.44 |
YTD | 5.28 | -10.54 | -16.90 |
1 Year | 15.21 | -11.62 | -19.42 |
3 Years Annualised | -0.33 | -6.93 | -11.80 |
5 Years Annualised | 9.18 | -3.27 | -6.90 |
10 Years Annualised | 16.91 | 0.78 | -1.09 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.50 | -0.64 | - | - |
2023 | 11.37 | 5.75 | 0.44 | 7.80 |
2022 | -11.73 | -17.81 | 3.00 | -7.51 |
2021 | 1.00 | 13.09 | 4.99 | 4.29 |
2020 | -8.24 | 28.41 | 5.38 | 5.83 |
2019 | 15.09 | 7.43 | 3.63 | 3.40 |
|
Advertisement |