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Polen Capital Focus US Gr GBP Instl UnH (0P0001IF08.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,374.00+9.00 (+0.66%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.57%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (2 May 2024)31.28%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.28%
Worst 3-yr total return3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001IF08.LCategory
YTD8.60%0.00%
1-month-0.49%0.00%
3-month8.60%0.00%
1-year24.19%0.00%
3-year5.94%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001IF08.LCategory
2024
N/AN/A
2023
28.32%N/A
2022
-31.17%N/A
2021
25.32%N/A
2020
31.28%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.60%N/AN/AN/A
202312.21%5.57%0.49%7.79%
2022-11.54%-18.16%3.16%-7.83%
20211.10%12.95%5.20%4.32%
2020-8.39%28.19%5.82%5.65%
20193.62%3.21%N/AN/A

Rank in category (by total return)

YTD82
1-month99
3-month82
1-year81
3-year86
5-yearN/A

Load adjusted returns

1-year24.19%
3-year5.94%
5-yearN/A
10-yearN/A