Fact sheet: Polen Focus US Growth

Fund information

Fund name
Polen Focus US Growth C Ret USD
Fund company manager
Polen Capital Management LLC
Fund type
SIB
Fund objective
Our Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth.
Benchmark
Russell 1000 Growth
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

18.06 %

1 Year rank in sector

59/206

Sector

FO Equity - USA

Yield
-
Fund size

£ 352.7 m

FE Risk score

122

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.98 %10.76 %18.06 %47.58 %0 %
Sector2.79 %4.48 %15.69 %21.37 %67.7 %
Rank within sector124 / 21824 / 21259 / 20612 / 174 /
Quartile th3 rd1 st2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund19.83 %0.63 %12.47 %0 %0 %
Sector9.95 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector18 / 211168 / 1957 / 178 / /
Quartile th1 st4 th1 st th th

Risk statistics

Alpha8.24
Beta0.83
Sharpe0.95
Volatility10.92
Tracking error6.65
Information ratio1.05
R-Squared0.66

Price movement

52 week high15.32
52 week low12.37
Current bid price0
Current offer price0
Current mid price15.23

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-