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Polen Capital Focus U.S. Growth Fund Hedged

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Polen Capital
Fund Summary The Fund's objective is to achieve long term growth of capital. The Fund will invest primarily in a focused portfolio of high quality shares of large capitalization companies (primarily greater than USD 4 billion) that are listed on recognised exchanges in the United States of America.
Fund code POCFH
Managers Daniel Davidowitz, Damon A. Ficklin
Manager Tenure 6 years
Morningstar Category Currently unavailable
Fund Size £712 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 1.03%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £16.36
Buy Price £16.36
Price Change -1.0284%
Price Date 20th May 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 9th March 2016
Fund Status OPEN
Mr. Davidowitz joined Polen Capital in 2005 and leads the Investment Team and is the lead PM on the Firms flagship Focus Growth strategy. Prior to joining Polen Capital, he spent 5 years as VP and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, he spent 1 year as a Research Analyst at Value Line, Inc. and 5 years in the health care sector (various analytical positions) at Memorial Sloan-Kettering Cancer Center. He is a board member of the American Association of Caregiving Youth (AACY), a member of the CFA Institute & CFA Society of South Florida.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017 2016
Fund Performance +19.65% +18.56% +8.87%
Benchmark Performance
Time Period Cumulative Benchmark Performance
Fund Compared to Benchmark
1 day -1.03% +0.15% -1.18%
1 week 1.68% -1.40% +3.08%
1 month -0.79% -1.47% +0.68%
3 months 5.75% -1.14% +6.89%
6 months 16.28% -4.37% +20.65%
1 year 14.89% -8.42% +23.31%
3 years 58.99% -15.47% +74.46%
5 years Currently unavailable -28.29% Currently unavailable
10 years Currently unavailable +14.96% Currently unavailable
YTD 18.29% -0.28% +18.58%
Since inception 63.76% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Alphabet Inc Class C USA 8.99%
Microsoft Corp USA 8.76%
Facebook Inc A USA 6.24%
Zoetis Inc Class A USA 6.03%
Adobe Inc USA 6.02%
Align Technology Inc USA 4.49%
Regeneron Pharmaceuticals Inc USA 4.33%
Automatic Data Processing Inc USA 4.31%
Visa Inc Class A USA 4.31%
Starbucks Corp USA 4.31%

Currently unavailable