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Polen Capital 5Perspectives U.S. Small Fund A Class (Retail)

14,30 USD  +0,49 % (+0,07)
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Polen Capital 5Perspectives U.S. Small Fund A Class (Retail)

WKN A2PWKR | ISIN IE00BYWHBP85 |  Fonds
Factsheet
04.09.26
14,30 USD  +0,49 % (+0,07)
Polen Capital 5Perspectives U.S. Small Fund A Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund C Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund N Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP Class (Institutional Unhedged) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP D Class (Institutional Unhedged) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP D Class (Institutional) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP F Class (Institutional Unhedged) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP F Class (Institutional) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund EUR Class (Institutional) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Institutional) (thesaurierend)
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Performance per 04.09.26

1 Jahr 3 Jahre p.a. 5 Jahre p.a.
Performance vor AGA +27,56 % +15,21 % -1,20 %
Performance nach max. AGA +21,49 % +13,36 % -2,16 %

Kennzahlen per 04.09.26

1 Jahr 3 Jahre 5 Jahre
Volatilität 31,49 % 26,20 % 28,66 %
Sharpe Ratio 0,79 0,48 -0,14

Größte Positionen

Bloom Energy 4,80 %
DigitalOcean Holdings 4,75 %
Terawulf 3,66 %
Modine Manufacturing Co 3,17 %
Sonstiges 83,62 %

Branchen

Industrie 39,44 %
Informationstechnologie 31,97 %
Gesundheitswesen 14,14 %
Finanzen 3,63 %
Sonstiges 10,82 %

Länder

USA 99,29 %
Barmittel 0,71 %