Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Instl unhdg)
Category US Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£32.62
£0.01 (+0.03%)
Fund Code
POCFG
BYYP0W0
IE00BYYP0W07
Prices updated as at 14 May 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Daniel Davidowitz, Damon Ficklin, Brandon Ladoff |
37.16 | |
28.92 | |
Fund comparative index | Russell 1000 Growth TR USD |
North America | |
0.05 | |
0.85 | |
0.10 | |
0.00 | |
US Large-Cap Growth Equity | |
No | |
Fund provider | Polen Capital Management, LLC |
Share class launch date | 13 Apr 2016 |
£1.25b | |
- | |
0.00 | |
- | |
- |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.