Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl unhdg)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 | 16.28 | 13.42 | 32.58 | 31.40 | 25.16 | -31.25 | 28.16 | 7.77 |
+/- Category | 0.35 | 11.07 | 5.35 | 0.25 | 3.24 | -9.73 | 1.46 | -7.74 |
+/- Category Index | 0.64 | 9.07 | 3.25 | -0.51 | -2.19 | -7.98 | -3.87 | -13.67 |
% Rank in Category | 50 | 1 | 14 | 43 | 44 | 89 | 44 | 84 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.51 | 0.05 | 0.25 |
1 Week | -1.29 | -0.58 | -0.10 |
1 Month | 0.35 | -0.63 | -0.78 |
3 Months | -0.06 | -4.71 | -10.20 |
6 Months | 4.17 | -11.65 | -17.00 |
YTD | 5.82 | -10.00 | -16.36 |
1 Year | 14.66 | -12.17 | -19.98 |
3 Years Annualised | -0.35 | -6.95 | -11.82 |
5 Years Annualised | 9.18 | -3.26 | -6.89 |
10 Years Annualised | - | - | - |
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 | 8.58 | -0.74 | - | - |
2023 | 12.16 | 5.61 | 0.36 | 7.80 |
2022 | -11.56 | -18.20 | 3.20 | -7.90 |
2021 | 1.11 | 12.84 | 5.17 | 4.30 |
2020 | -8.29 | 28.12 | 5.85 | 5.64 |
2019 | 15.19 | 7.63 | 3.70 | 3.12 |
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