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FairHorizon 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.

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About the Fund

Data as of

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.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

Amundi Funds - Polen Capital Global Growth

Ann. return (3-year):
6.00%
Ann. return (5-year):
0.01%
Ann. return (10-year):
9.74%
Ann. Standard Deviation (5-year):
18.11%

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

Benchmark Returns

SPDR MSCI All Country World UCITS ETF

Ann. return (3-year):
19.93%
Ann. return (5-year):
10.65%
Ann. return (10-year):
12.24%
Ann. Standard Deviation (5-year):
14.33%
Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Allocation 80/20 Fund

Ann. return (3-year):
15.12%
Ann. return (5-year):
7.92%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
12.44%
Link to the Funds 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.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET™  Amundi Funds - Polen Capital Global Growth  Page 1/2

Why we prefer this fund

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.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-37.15%
Recovery Period
735 Days

Diversification

Top 10 Holdings

  • 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%

Sectors

  • Technology31.95%
  • Financials19.95%
  • Communications17.02%
  • Health Care11.59%
  • Consumer Discretionary8.56%
  • Cash3.68%
  • Industrials2.95%
  • Real Estate2.29%
  • Consumer Staples2.01%

Geography

  • U.S.A.63.06%
  • United Kingdom4.63%
  • China4.24%
  • Germany4.20%
  • Netherlands4.10%
  • Canada4.05%
  • Cash3.68%
  • Taiwan3.16%
  • Uruguay2.96%
  • Sweden2.49%
  • France2.01%
  • Others1.42%