Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund A Class (Retail)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 15.62 | 12.84 | 31.52 | 30.40 | 24.13 | -31.38 | 26.57 | 7.40 |
+/- Category | -0.30 | 10.49 | 4.29 | -0.75 | 2.21 | -9.86 | -0.12 | -8.10 |
+/- Category Index | -0.01 | 8.49 | 2.19 | -1.51 | -3.22 | -8.12 | -5.46 | -14.04 |
% Rank in Category | 54 | 1 | 18 | 44 | 52 | 89 | 49 | 85 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | -0.29 | -0.08 |
1 Week | -2.77 | -2.06 | -1.58 |
1 Month | 1.11 | 0.13 | -0.02 |
3 Months | -2.55 | -7.19 | -12.68 |
6 Months | 3.32 | -12.50 | -17.85 |
YTD | 4.83 | -10.99 | -17.35 |
1 Year | 14.35 | -12.48 | -20.28 |
3 Years Annualised | -1.08 | -7.68 | -12.55 |
5 Years Annualised | 8.36 | -4.09 | -7.72 |
10 Years Annualised | 16.03 | -0.10 | -1.97 |
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 | 8.30 | -0.83 | - | - |
2023 | 11.14 | 5.58 | 0.23 | 7.61 |
2022 | -11.87 | -17.97 | 2.80 | -7.67 |
2021 | 0.83 | 12.89 | 4.79 | 4.07 |
2020 | -8.46 | 28.23 | 5.18 | 5.62 |
2019 | 14.84 | 7.25 | 3.47 | 3.20 |
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