Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund A Class (Retail)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 15.62 | 12.84 | 31.52 | 30.40 | 24.13 | -31.38 | 26.57 | 8.30 |
+/- Category | -0.30 | 10.49 | 4.29 | -0.75 | 2.21 | -9.86 | -0.12 | -3.43 |
+/- Category Index | -0.01 | 8.49 | 2.19 | -1.51 | -3.22 | -8.12 | -5.46 | -4.33 |
% Rank in Category | 54 | 1 | 18 | 44 | 52 | 89 | 49 | 84 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.36 | 0.77 | -0.45 |
1 Week | -0.30 | 2.18 | 1.45 |
1 Month | -3.29 | 1.10 | 0.62 |
3 Months | 2.13 | -3.04 | -3.40 |
6 Months | 13.98 | -4.04 | -5.58 |
YTD | 5.36 | -1.94 | -3.65 |
1 Year | 20.62 | -5.89 | -10.01 |
3 Years Annualised | 2.06 | -3.73 | -7.78 |
5 Years Annualised | 10.64 | -1.97 | -4.90 |
10 Years Annualised | 16.17 | 0.87 | -0.92 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.30 | - | - | - |
2023 | 11.14 | 5.58 | 0.23 | 7.61 |
2022 | -11.87 | -17.97 | 2.80 | -7.67 |
2021 | 0.83 | 12.89 | 4.79 | 4.07 |
2020 | -8.46 | 28.23 | 5.18 | 5.62 |
2019 | 14.84 | 7.25 | 3.47 | 3.20 |
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