Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Institutional)

ISIN: IE00B8DDPY03

Categoria Morningstar: US Large-Cap Growth Equity

Società: Polen Capital

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.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 7,61 3 anni: 6,61 5 anni: 11,44 Inizio: 15,52 2023: 24,80 2022: -34,59 2021: 33,34 2020: 24,40 2019: 40,35
Rendimento annuo: Categoria 1 anno: 9,02 3 anni: 8,34 5 anni: 10,77 Inizio: - 2023: 21,95 2022: -25,73 2021: 29,97 2020: 24,15 2019: 34,77
Rendimento annuo: Percentile 1 anno: 66,00 3 anni: 79,00 5 anni: 46,00 Inizio:- 2023: 38,00 2022: 89,00 2021: 45,00 2020: 43,00 2019: 15,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 22,07 3 Sharpe Ratio: 0,10 5 Correlazione: 96,11 Beta: 1,02 Alfa: -6,20 Tracking error: 6,10 Info Ratio: -1,08
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2023-09-19