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Paramètres
Paramètres
Cotations dynamiques 
OFFON

POLEN CAPITAL FOCUS US GR GBP INSTL

Cours en clôture. Cours en clôture Fonds - 23/07
30.04 GBP   +1.99%
 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 GBP Instl
Performances Historiques Glissantes au 23-07-2021
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +28.16% +7.87% +13.85% +27.43% +55.04% +105.16% +172.18%
Plus
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Polen Capital Focus US Gr USD Instl27.74%108.29%1681M USD0.75%
Polen Capital Focus US Gr A Retail27.20%103.61%813M USD1.5%
Polen Capital Focus US Gr C Retail27.01%102.11%116M USD1.75%
Polen Capital Focus US Gr GBP Instl28.16%105.16%NC16M GBP0.75%
Polen Capital Focus US Gr EUR Instl21.84%90.54%NC0M EUR0%
Polen Capital Focus US Gr CHF Instl21.49%0.00%NC0M CHF0%
Polen Capital Focus US Gr USD Retail27.19%103.66%61M USD1.5%
Polen Capital Focus US Gr GBP Retail27.49%0.00%NC0M GBP0%
Polen Capital Focus US Gr EUR Retail21.44%89.72%116M EUR1.5%
Polen Capital Focus US Gr CHF Retail0.00%0.00%NC0M CHF0%
Autres fonds de la catégorie: Actions Secteur Autres
 Nom1er Jan3 ansNotationTaille
2Xideas UCITS Glbl Mid Cap Lib R EUR H10.34%55.10%NC3 M EUR
2Xideas UCITS Glbl Mid Cap Lib S EUR H10.74%0.00%NC68 M EUR
AAF-Alger US Equities AH EUR Acc16.60%0.00%NC0 M EUR
AAF-Alger US Equities RH EUR Acc17.14%0.00%NC0 M EUR
AAF-Aristotle US Equities AH €16.55%42.16%NC6 M EUR
AAF-Aristotle US Equities IH €17.09%45.75%NC97 M EUR
AAF-Aristotle US Equities RH €17.10%45.20%NC63 M EUR
AAF-Parnassus US Sust Eqs RH EUR Acc17.53%0.00%NC39 M EUR
AB American Gr Ptf A EUR H Acc19.85%77.43%NC29 M EUR
AB American Gr Ptf C EUR H Acc19.54%74.99%NC3 M EUR
Plus de fonds




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Gestion
Société de gestion Polen Capital Management, LLC
Date de création 09-03-2016

Gérant Depuis
Daniel Davidowitz 08-03-2013
Brandon Ladoff 01-01-2019
Description
PEA
NON
PEA PME
NON
Date de création 09-03-2016
Devise GBP
Structure Juridique Open Ended Investment Company
Catégorie Morningstar Actions Secteur Autres
Zone d'investissement Etats-Unis
Benchmark Russell 1000 Growth TR USD 100%
Actifs nets de la part 16 M GBP au 30-06-2021
Fréquence des VL Quotidienne
Dépositaire et conservateur RBC Investor Services Bank S.A. (Dublin)
Commisaire aux comptes PricewaterhouseCoopers (Dublin)
Volatilité au 30-06-2021
Ecart-type 3 ans 21.43%
Ratio de Sharpe 3 ans 1.21
Performance moyenne 3 ans 105.16%