Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg)Register to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 31.4 | 25.2 | -30.8 | 27.7 | 7.9 |
![]() | +/-Cat | 0.3 | 3.3 | -9.3 | 1.0 | -7.6 |
![]() | +/-B’mrk | -0.5 | -2.1 | -7.5 | -4.4 | -13.6 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 12/07/2024 | USD 17.89 | |
Day Change | 0.23% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00BDC40F56 | |
Fund Size (Mil) 12/07/2024 | USD 2663.21 | |
Share Class Size (Mil) 12/07/2024 | USD 143.23 | |
Max Initial Charge | - | |
Ongoing Charge 20/02/2024 | 0.70% |
Investment Objective: Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg) |
The investment objective of the fund is to seek long-term growth of capital. The Fund seeks to achieve its investment objective by investing typically in a focused portfolio of high quality common stocks of large capitalization companies (market capitalisations greater than $10 billion at time of purchase) which are listed or traded on Recognised Exchanges in the United States of America and which, in the view of the Investment Manager, have a sustainable competitive advantage. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Davidowitz 08/03/2013 | ||
Brandon Ladoff 01/01/2019 | ||
Inception Date 20/03/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg) | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.00 |
![]() | ![]() | 8.83 |
![]() | ![]() | 7.48 |
![]() | ![]() | 6.17 |
![]() | ![]() | 4.86 |
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Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg) |