Amundi Funds - Polen Capital Global Growth R3 GBP AD (D)
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£12.60
£-0.27 (-2.10%)
Fund Code
AMPDI
BN4RFQ8
LU2208988142
Prices updated as at 28 Mar 2025
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Prices in GBP
Investment objective
The fund seeks to achieve long-term capital growth. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in equities of large capitalisation companies around the world. Specifically, the Sub-Fund invests at least 51% of net assets in equities of companies that have a wide range of market capitalisation of at least USD 10 billion. The Sub-Fund may invest up to 35% of its net assets in equities of companies domicilied in emerging markets. There are no currency constraints on these investments. While complying with the above policies, the Sub-Fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.
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 | Global Large-Cap Growth Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | - | - |
| 31 Dec 15 - 31 Dec 16 | 20.81 | 20.36 |
| 31 Dec 16 - 31 Dec 17 | 20.11 | 17.02 |
| 31 Dec 17 - 31 Dec 18 | 9.06 | -4.74 |
| 31 Dec 18 - 31 Dec 19 | 29.49 | 24.23 |
| 31 Dec 19 - 31 Dec 20 | 20.52 | 23.70 |
| 31 Dec 20 - 31 Dec 21 | 18.24 | 14.57 |
| 31 Dec 21 - 31 Dec 22 | -22.38 | -18.08 |
| 31 Dec 22 - 31 Dec 23 | 23.27 | 16.02 |
| 31 Dec 23 - 31 Dec 24 | 14.87 | 15.19 |
Trailing returns (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 1 Day | -2.10 | -0.86 |
| 1 Month | -9.81 | -5.75 |
| 3 Months | -9.35 | -6.00 |
| 6 Months | 0.32 | -0.42 |
| 1 Year | -3.67 | 0.19 |
| 3 Years annualised | 4.07 | 4.64 |
| 5 Years annualised | 9.43 | 10.80 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
