Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 31.41 | 25.23 | -30.78 | 27.68 | 6.45 | |||
+/- Category | 0.27 | 3.32 | -9.26 | 0.98 | -5.82 | |||
+/- Category Index | -0.49 | -2.11 | -7.51 | -4.35 | -11.14 | |||
% Rank in Category | 42 | 43 | 89 | 46 | 83 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.27 | 0.52 | 1.11 |
1 Week | 1.83 | -1.32 | -3.99 |
1 Month | -0.69 | 2.41 | 3.75 |
3 Months | -2.15 | -2.86 | -4.72 |
6 Months | -2.12 | -5.13 | -8.35 |
YTD | 4.60 | -6.58 | -11.87 |
1 Year | 12.26 | -8.60 | -14.30 |
3 Years Annualised | -1.42 | -5.86 | -10.08 |
5 Years Annualised | 9.06 | -2.54 | -6.42 |
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 | 8.54 | -0.62 | - | - |
2023 | 11.34 | 5.81 | 0.49 | 7.84 |
2022 | -11.66 | -17.79 | 3.04 | -7.50 |
2021 | 1.04 | 13.15 | 5.04 | 4.29 |
2020 | -8.23 | 28.41 | 5.36 | 5.85 |
2019 | - | 7.52 | 3.67 | 3.44 |
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