Morningstar

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

Morningstar Medalist Rating
| Medalist Rating as of | See Polen Capital Investment Hub

Strategy

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.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Institutional)—Open $93.93M——$250,000−$214.92M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR D Class (Instl Unhdg)—Open €701,841.00—Low€250M−€1.02M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund C Class (Retail)—Open $27.49M—High$1,000−$35.67M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund A Class (Retail)—Open $163.16M—Above Average$1,000−$262.45M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Retail)—Open $11.91M—Above Average$1,000−$13.97M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Institutional)—Open——£5.58M——£250,000−£5.67M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Institutional)—Open——€7.97M——€250,000−€7.08M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl unhdg)—Open £3.30M——£250,000−£7.96M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Retail)—Open——€85.67M—Above Average€1,000−€109.14M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class—Open £176,842.00——£250,000−£2.21M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund CHF Class (Institutional)—Open——CHF 39,712.00—Below AverageCHF 250,000−CHF 514,184.19
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Instl Unhdg)—Open €1.27M—Average€250M−€60.33M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund EUR Class (Retail Unhdg)—Open €5.22M—Above Average€1,000−€3.83M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Retail)—Open——£71,446.00—Above Average£1,000−£325,457.39
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl Unhdg)—Open $13.62M—Low$250M−$28.43M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD E Class (Retail)—Open $20.96M—Average$100,000−$37.17M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl Unhdg)—Open £1.38M—Low£250M−£35.78M
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund N Class (Retail)—Open $1.31M—High$1,000−$692,508.73
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund CHF Class (Retail)—Open——CHF 91,566.00—Above AverageCHF 1,000−CHF 12,412.85
— Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD D Class (Instl)—Open $150,159.00——$250M−$66.01M

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