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Polen Capital Focus U.S. Growth Inst

Ranked 264 out of 1895 in - US over 12 months
All calculations are in USD unless stated

Objective

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 $4billion 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.

Performance

US over : 31/03/2017 - 31/03/2018
  • Rank 264/1895 Total Return
  • Rank 1162/1895 Standard Deviation
  • Rank 228/1895 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.4%
2017 27.5% 9.2% 6.2% 4.3% 5.4%
2016 1.6% 0.3% -2.5% 4.6% -0.7%
2015 13.6% 2.9% 2.0% 0.4% 7.8%
2014 15.9% -0.3% 4.2% 2.0% 9.5%
2013 -0.5% 6.0% 11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date08/03/2013
  • Share Class size450Mn
  • Base currencyUSD
  • ISIN IE00B8DDPY03

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).