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Cotations dynamiques 
OFFON

POLEN CAPITAL FOCUS US GR C RETAIL

Cours en clôture. Cours en clôture Fonds - 07/05
33.73 USD   -0.09%
 SynthèsePerformancesGraphiquesCommunautéCompositionCaractéristiques 
Partenaires
Stratégie du fonds géré par POLEN CAPITAL MANAGEMENT, LLC
The investment objective of the fund is to seek long-term growth of capital.
Performances du fonds : Polen Capital Focus US Gr C Retail
Performances Historiques Glissantes au 07-05-2021
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +9.15% +0.48% +3.49% +9.23% +28% +95.27% +285.57%
Indice 4.45% -5.03% -1.8% 10.14% 29.82% 81.5% -
Plus
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Polen Capital Focus US Gr USD Instl9.55%101.26%1604M USD0.75%
Polen Capital Focus US Gr A Retail9.27%96.77%760M USD1.5%
Polen Capital Focus US Gr C Retail9.15%95.27%115M USD1.75%
Polen Capital Focus US Gr GBP Instl11.79%93.95%NC14M GBP0.75%
Polen Capital Focus US Gr EUR Instl8.01%85.84%NC0M EUR0%
Polen Capital Focus US Gr CHF Instl6.55%0.00%NC0M CHF0%
Polen Capital Focus US Gr USD Retail9.28%96.78%59M USD1.5%
Polen Capital Focus US Gr GBP Retail11.40%0.00%NC0M GBP0%
Polen Capital Focus US Gr EUR Retail7.87%85.16%109M EUR1.5%
Polen Capital Focus US Gr GBP Instlunhdg9.36%100.36%104M GBP0.75%
Autres fonds de la catégorie: Actions Etats-Unis Gdes Cap. Croissance
 Nom1er Jan3 ansNotationTaille
AAF-Alger US Equities A EUR Acc6.61%78.64%NC18 M EUR
AAF-Alger US Equities C EUR Acc6.91%83.38%NC253 M EUR
AAF-Alger US Equities D EUR Acc6.88%82.57%NC0 M EUR
AAF-Alger US Equities F EUR Acc6.90%82.91%NC15 M EUR
AAF-Alger US Equities I EUR Acc6.91%0.00%NC0 M EUR
AAF-Alger US Equities I2 EUR Acc6.86%0.00%NC0 M EUR
AAF-Alger US Equities R EUR Acc6.89%0.00%NC0 M EUR
AAF-Alger US Equities R2 EUR Acc6.86%0.00%NC0 M EUR
AB Concntr US Eq A EUR Acc12.51%70.76%NC0 M EUR
AB Concntr US Eq AR EUR Inc12.50%70.73%NC0 M EUR
Plus de fonds




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Gestion
Société de gestion Polen Capital Management, LLC
Date de création 10-03-2014

Gérant Depuis
Daniel Davidowitz 08-03-2013
Brandon Ladoff 01-01-2019
Description
Notation Morningstar
PEA
NON
PEA PME
NON
Date de création 10-03-2014
Devise USD
Structure Juridique Open Ended Investment Company
Catégorie Morningstar Actions Etats-Unis Gdes Cap. Croissance
Zone d'investissement Etats-Unis
Benchmark Russell 1000 Growth TR USD 100%
Actifs nets de la part 115 M USD au 30-04-2021
Fréquence des VL Quotidienne
Dépositaire et conservateur RBC Investor Services Bank S.A. (Dublin)
Volatilité au 30-04-2021
Ecart-type 3 ans 17.42%
Ratio de Sharpe 3 ans 1.49
Performance moyenne 3 ans 95.27%