CONTACT US
EN DE
FairHorizont Orange
O13-A

Amundi Funds - Polen Capital Global Growth

Global developed and emerging market large cap-biased growth-focused equities. Active bottom-up focused strategy with highly concentrated portfolio.

Das Family Office logo PDF herunterladen

Über den Fonds

Daten zum

Polen Capital is an employees majority-owned US-based global asset manager founded in 1979 by David Polen. Polen Capital specialises in delivering active, high-conviction, and competitively advantaged growth equity, and high yield credit strategies.

Amundi Asset Management is one of the distribution partners for Polen Capital’s product offerings.

The Amundi Funds - Polen Capital Global Growth Fund is an actively managed fund seeking to achieve long-term growth by investing in global developed and emerging markets equities to build a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth. The fund adopts a business owner mindset for a long-term investment approach with low portfolio turnover to help preserve capital and provide stability across market cycles, and focuses on companies with high returns on capital, double-digit earnings growth, proven management teams, powerful products/services, and sound ESG practices.

The fund has a highly concentrated portfolio of 25-35 holdings.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Amundi Funds - Polen Capital Global Growth

Ann. Rendite (3 J.):
6.63%
Ann. Rendite (5 J.):
0.77%
Ann. Rendite (10 J.):
9.90%
Ann. Standardabweichung (5 J.):
18.15%

This fund represents active exposure to global developed and emerging markets large caps-biased growth-focused equities.

Benchmark-Renditen

SPDR MSCI All Country World UCITS ETF

Ann. Rendite (3 J.):
22.50%
Ann. Rendite (5 J.):
11.44%
Ann. Rendite (10 J.):
12.76%
Ann. Standardabweichung (5 J.):
14.46%
Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 80/20 Fund

Ann. Rendite (3 J.):
17.21%
Ann. Rendite (5 J.):
8.23%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
12.49%
Link zum Fonds-FairSheet

The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  Amundi Funds - Polen Capital Global Growth  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This fund represents active exposure to global developed and emerging markets large caps-biased growth-focused equities.

Manager expertise

Polen Capital is a boutique specialist in high conviction growth equity solutions.

Differentiated portfolio

The fund focuses on a bottom-up investment approach to build a concentrated portfolio of competitively advantaged businesses for long-term growth.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-37.15%
Erholungsperiode
735 Tage

Diversifizierung

Top 10 Positionen

  • CT 260410 CZK/USD AR | Change18.09%
  • NVIDIA Corp7.16%
  • Alphabet Inc Class C Common Sh6.04%
  • Mastercard Inc Class A Common5.00%
  • Visa Inc Class A Common Shares4.99%
  • Broadcom Inc4.97%
  • Microsoft Corp4.95%
  • Aon PLC4.65%
  • Tencent Holdings Ltd4.25%
  • Shopify Inc Class A Common Sha4.06%

Sektoren

  • Technology32.07%
  • Financials20.03%
  • Communications17.08%
  • Health Care11.64%
  • Consumer Discretionary8.59%
  • Cash3.69%
  • Industrials2.96%
  • Real Estate2.30%
  • Consumer Staples2.02%

Geographie

  • U.S.A.63.29%
  • United Kingdom4.65%
  • China4.25%
  • Germany4.21%
  • Netherlands4.11%
  • Canada4.06%
  • Cash3.69%
  • Taiwan3.17%
  • Uruguay2.98%
  • Sweden2.50%
  • France2.02%
  • Others1.05%