Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP 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 | 31.28 | 25.32 | -31.17 | 28.32 | 6.39 | |||
+/- Category | 0.14 | 3.40 | -9.65 | 1.63 | -5.88 | |||
+/- Category Index | -0.63 | -2.03 | -7.90 | -3.71 | -11.20 | |||
% Rank in Category | 43 | 43 | 89 | 44 | 83 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.81 | 0.06 | 0.65 |
1 Week | 1.48 | -1.67 | -4.34 |
1 Month | -1.01 | 2.09 | 3.42 |
3 Months | -2.49 | -3.20 | -5.06 |
6 Months | -2.49 | -5.50 | -8.72 |
YTD | 4.26 | -6.92 | -12.21 |
1 Year | 11.84 | -9.03 | -14.72 |
3 Years Annualised | -1.47 | -5.91 | -10.13 |
5 Years Annualised | 8.96 | -2.64 | -6.52 |
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 | 8.60 | -0.70 | - | - |
2023 | 12.21 | 5.57 | 0.49 | 7.79 |
2022 | -11.54 | -18.16 | 3.16 | -7.83 |
2021 | 1.10 | 12.95 | 5.20 | 4.32 |
2020 | -8.39 | 28.19 | 5.82 | 5.65 |
2019 | - | - | 3.62 | 3.21 |
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