Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund C Class (Retail)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 15.27 | 12.57 | 31.14 | 30.14 | 23.80 | -31.56 | 26.26 | 1.54 |
+/- Category | -0.65 | 10.23 | 3.92 | -1.01 | 1.89 | -10.04 | -0.43 | -7.85 |
+/- Category Index | -0.36 | 8.22 | 1.81 | -1.77 | -3.54 | -8.29 | -5.77 | -12.01 |
% Rank in Category | 56 | 2 | 20 | 46 | 54 | 90 | 50 | 93 |
Trailing Returns (GBP) | 24/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.95 | -0.35 | 0.68 |
1 Week | 1.14 | 1.24 | 2.96 |
1 Month | 1.73 | -1.53 | -2.21 |
3 Months | -2.18 | -4.20 | -7.55 |
6 Months | 6.12 | -8.99 | -13.24 |
YTD | 6.49 | -8.23 | -13.03 |
1 Year | 16.03 | -11.27 | -17.17 |
3 Years Annualised | 0.56 | -7.02 | -11.12 |
5 Years Annualised | 9.34 | -3.92 | -7.29 |
10 Years Annualised | 15.98 | 0.02 | -1.82 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.25 | - | - | - |
2023 | 11.07 | 5.51 | 0.21 | 7.51 |
2022 | -11.91 | -18.03 | 2.77 | -7.76 |
2021 | 0.76 | 12.80 | 4.72 | 4.02 |
2020 | -8.46 | 28.13 | 5.11 | 5.56 |
2019 | 14.82 | 7.15 | 3.38 | 3.12 |
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