Polen Capital 5Perspectives U.S. Small Fund
Our 5Perspectives Small Growth strategy aims to generate superior returns by investing in companies positioned for accelerating earnings growth driven by enduring secular trends.
Our 5Perspectives Small Growth strategy aims to generate superior returns by investing in companies positioned for accelerating earnings growth driven by enduring secular trends.
Fund performance.
Calendar Year Performance (%)
Performance shown prior to 30 June, 2025 represents results achieved by a team that is no longer with Polen Capital. Performance shown on or after 1 July, 2025 represents results achieved by the portfolio manager, Drew Cupps, who is supported by Kevin Leitner and Chris Bush, amongst others. Mr. Cupps, Mr. Leitner and Mr. Bush joined Polen Capital on 30 June, 2025. Mr. Cupps’ approach to managing the Polen Capital 5Perspectives U.S. Small Fund (the “Fund”) differs from that of the prior team. There is no guarantee that the results achieved by Mr. Cupps will be equal to or greater than those achieved by the prior team. The current team will employ different investment approaches that could lead to varying outcomes; please see the prospectus for additional information related to the same. The performance data quoted represents past performance up to 31 August, 2026, does not guarantee future results, and there is a risk of an investor losing all or part of their investment in the Fund. Current performance may be lower or higher. Periods over one-year are annualized. Performance figures shown are for the USD I share class (Institutional), which carry an annual investment management fee of 1.00%, with an annual Ongoing Charge based on the financial year ending 31 December, 2025 of 0.82% capped at 1.25%. The performance data is net of fees and does not take account of the commissions and costs incurred on the issue and redemption of units.
Portfolio Statistics*
*Since inception. Benchmark data source: Bloomberg
As of 31-Aug-2026.
Top 10 total: 23.99%
Portfolio holdings are subject to change and risk.
Portfolio characteristics
In an effort to avoid distorting aggregate portfolio characteristics, the weighted average portfolio calculations exclude an individual financial ratio that has a negative denominator or an outlier value (e.g., greater than 100x or 100%, less than 0%) which we view as not representative of the ongoing underlying economics of the business, likely due to transitory issues or GAAP accounting limitations. Additional information is available upon request.
As of 31-Aug-2026.
As of 31-Aug-2026. Subject to change.
The Global Industry Classification Standard (“GICS”) was developed by and is the exclusive property and a service mark of MSCI Inc. (“MSCI”) and Standard & Poor’s, a division of The McGraw-Hill Companies, Inc. (“S&P”) and is licensed for use by Polen Capital Management, LLC. Neither MSCI, S&P nor any third party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
Fund details.
What are the risks and what could I get in return?
The risk indicator assumes you keep the product for five years.
The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you.
We have classified this product as 5 out of 7, which is a medium-high risk class. This rates the potential losses from future performance at a medium-high level, and poor market conditions will likely impact our capacity to pay you.
Be aware of currency risk. You will receive payments in a different currency, so the final return you will get depends on the exchange rate between the two currencies. This risk is not considered in the indicator shown above.
Main risks include: concentration risk, counterparty risk, currency risk, liquidity risk, market risk, operational risk, redemption risk, sector risk, and securities risk. Please refer to the Prospectus and the PRIIPs KID available at www.polencapital.com for further information on risks.
This information pertains to the USD Institutional Class (ISIN: IE00BYWHB920) and it may differ from other share classes.
Managed by the 5Perspectives team.
Fund documents.
Also available as:
Invest in the 5Perspectives U.S. Small Fund.
Available across Europe and selected international markets.
Holdings are subject to change. The top holdings, as well as other data, are as of the period indicated and should not be considered a recommendation to purchase, hold, or sell any particular security. There is no assurance that any of the securities noted will remain in a portfolio at the time you view this webpage.
An investment in the Fund concerns the acquisition of shares in the Fund and not in any underlying asset. The value of the investment can reduce and increase; therefore, the return on the investment will be variable. Income may fluctuate in accordance with market conditions and taxation arrangements.
Polen Capital Investment Funds PLC has not been registered under the United States Investment Company Act of 1940. No shares may be offered or sold in the United States or to any U.S. person.
The Russell 2000® Growth Index is a market capitalization weighted index that measures the performance of the small-cap growth segment of the U.S. equity universe. It includes Russell 2000® Index companies with higher price/book ratios and higher forecasted growth values. The index is maintained by the FTSE Russell, a subsidiary of the London Stock Exchange Group. The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor. In addition, an investor’s holdings may be materially different from those within the index. Indices are unmanaged and one cannot invest directly in an index.
Neither past experience nor the current situation are necessarily accurate guides to future growth in value or rate of return.