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Family-run Stilton maker on Brexit and copycats
'We want people to eat more cheese for breakfast'
Polen Capital Focus US Gr GBP (0P0001CPJV.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,817.00
-4.00
(-0.22%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.95%
5-year average return
11.85%
Number of years up
4
Number of years down
1
Best 1-yr total return (9 May 2024)
32.59%
Worst 1-yr total return (9 May 2024)
N/A
Best 3-yr total return
32.59%
Worst 3-yr total return
3.31%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001CPJV.L
Category
YTD
3.65%
0.00%
1-month
-4.55%
0.00%
3-month
-0.96%
0.00%
1-year
20.78%
0.00%
3-year
1.71%
0.00%
5-year
10.56%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001CPJV.L
Category
2024
N/A
N/A
2023
28.13%
N/A
2022
-31.24%
N/A
2021
25.14%
N/A
2020
31.30%
N/A
2019
32.59%
N/A
2018
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.59%
N/A
N/A
N/A
2023
12.22%
5.58%
0.38%
7.74%
2022
-11.59%
-18.12%
3.15%
-7.92%
2021
1.06%
12.86%
5.24%
4.25%
2020
-8.28%
28.03%
5.90%
5.57%
2019
15.22%
7.62%
3.61%
3.20%
2018
14.94%
11.64%
-12.79%
N/A
Rank in category (by total return)
YTD
84
1-month
78
3-month
100
1-year
81
3-year
88
5-year
76
Load adjusted returns
1-year
17.16%
3-year
0.68%
5-year
9.88%
10-year
N/A
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