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Polen Capital Focus U.S. Growth Fund A Class

Very High RiskEquity
Polen Capital Focus U.S. Growth Fund A Class
Issued by:Polen Capital Management, LLC
Unit Price (NAV) : $
Minimum investment: $
Share
Share
Polen Capital Focus U.S. Growth Fund A Class

Polen Capital Focus U.S. Growth Fund A Class

Returns

Returns1Y3Y5Y
Polen Capital Focus U.S. Growth Fund A Class30.29%23.71%19.29%

Fund Strategy

Polen Capital Focus U.S. Growth Fund is a segregated Irish authorised UCIT that invests in a focused portfolio of approx. 20 high-quality Growth large cap (>USD4b) US listed companies. Its actively managed with low portfolio turnover and seeks to outperform the Russell 1000 Growth. It uses fundamental analysis to identify companies with a sustainable competitive advantage. It is more suitable for investors with a long-term investment horizon willing to accept a moderate volatility.

Scheme Information

Start Date Mar, 2014
Sharpe 1.24
Volatility 14.50%
Max drawdown -16.14%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Kristal Advisors Pte Ltd receives a retrocession of management fees from the fund manager
Polen Capital Focus U.S. Growth Fund A Class