Skip to content This fund aims to deliver long-term capital growth by investing in a concentrated portfolio of US growth equities through Polen Capital's quality-focused approach. It allocates the portfolio across approximately 20-30 US large-cap growth equities of companies meeting Polen's strict quality criteria including high return on capital, robust balance sheets, and strong free cash flow generation. The strategy employs Polen Capital's fundamental research focused on identifying high-quality US growth companies with sustainable competitive advantages and durable franchises. Through concentrated US quality growth equity investment, the fund provides focused US growth exposure with quality emphasis, appropriate for growth investors seeking US participation through a high-conviction, quality-focused approach. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | -8.86% | -8.86% |
| 3-Year Return | +12.80% | +4.09% |
| 5-Year Return | -13.30% | -2.81% |
| 10-Year Return | +164.76% | +10.22% |
| All Time Return | +200.50% | +10.06% |
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