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

Category Other Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£27.58

arrow-down£-0.33 (-1.18%)

Fund Code

POCFH

B7WMPB8

IE00B7WMPB80

Prices updated as at 07 Jan 2025

Prices in GBP

Investment objective

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.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	0.81
	0.11
	No
	0.05
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	30 Sep 2024	pdf
Fund Provider FactSheet	31 Aug 2024	pdf
Annual Reports	31 Dec 2023	pdf
Annual Short Report	31 Dec 2023	pdf
Interim Short Report	30 Jun 2023	pdf

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Important Information

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