Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Retail)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 15.65 | 12.81 | 31.50 | 30.41 | 24.11 | -31.40 | 26.62 | 5.94 |
+/- Category | -0.28 | 10.46 | 4.28 | -0.74 | 2.20 | -9.88 | -0.08 | -6.33 |
+/- Category Index | 0.01 | 8.46 | 2.17 | -1.50 | -3.23 | -8.13 | -5.41 | -11.65 |
% Rank in Category | 54 | 1 | 18 | 44 | 52 | 90 | 49 | 85 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.27 | 0.52 | 1.12 |
1 Week | 1.86 | -1.29 | -3.96 |
1 Month | -0.75 | 2.35 | 3.69 |
3 Months | -2.37 | -3.08 | -4.94 |
6 Months | -2.53 | -5.54 | -8.76 |
YTD | 4.05 | -7.13 | -12.42 |
1 Year | 11.27 | -9.59 | -15.29 |
3 Years Annualised | -2.27 | -6.71 | -10.92 |
5 Years Annualised | 8.14 | -3.47 | -7.34 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.30 | -0.84 | - | - |
2023 | 11.20 | 5.53 | 0.28 | 7.60 |
2022 | -11.89 | -17.95 | 2.79 | -7.69 |
2021 | 0.83 | 12.87 | 4.80 | 4.07 |
2020 | -8.46 | 28.21 | 5.20 | 5.63 |
2019 | 14.87 | 7.24 | 3.45 | 3.19 |
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