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Polen Global Growth Fund;Institutional

Ranked 4 out of 32 in Global Large-Cap Growth over 12 months

All calculations are in USD unless stated

The Fund seeks to achieve long-term growth of capital. The Fund invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and have a sustainable competitive advantage.

sector performance

Global Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 3.2% 6.7% 5.3%
2017 31.5% 10.2% 7.6% 4.5% 6.1%
2016 0.5% 0.1% -1.6% 6.1% -3.9%
2015 9.0% 2.7% 1.7% -3.0% 7.6%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/12/2014
  • Share Class size44Mn
  • Base currencyUSD
  • ISINUS3608756454

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0