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
£26.39
£0.20 (+0.76%)
Fund Code
POCFH
B7WMPB8
IE00B7WMPB80
Prices updated as at 08 May 2025
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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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Other Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | - | - |
| 31 Mar 15 - 31 Mar 16 | - | - |
| 31 Mar 16 - 31 Mar 17 | 8.87 | - |
| 31 Mar 17 - 31 Mar 18 | 18.56 | - |
| 31 Mar 18 - 31 Mar 19 | 19.65 | - |
| 31 Mar 19 - 31 Mar 20 | -2.90 | - |
| 31 Mar 20 - 31 Mar 21 | 58.61 | - |
| 31 Mar 21 - 31 Mar 22 | 3.49 | - |
| 31 Mar 22 - 31 Mar 23 | -20.49 | - |
| 31 Mar 23 - 31 Mar 24 | 25.96 | - |
| 31 Mar 24 - 31 Mar 25 | 0.73 | - |
Trailing returns (%)
| Year | This fund | Other Equity |
|---|---|---|
| 1 Day | 0.76 | - |
| 1 Month | 13.21 | - |
| 3 Months | -8.43 | - |
| 6 Months | -5.11 | - |
| 1 Year | 4.43 | - |
| 3 Years annualised | 7.29 | - |
| 5 Years annualised | 7.28 | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
