PCLG aims for long-term capital growth by investing in about 25 to 40 large-cap companies located in both developed and emerging markets. The fund selects growth stocks perceived to have consistent earnings growth. In addition, the fund considers a companys competitive advantage within an industry with high barriers to entry. Characteristics include consistent and sustainable return to capital, as well as strong earnings growth, free cash flow, balance sheets, and management teams. The fund invests in growth stocks from at least three different countries, targeting 30-40% non-US securities, depending on its assessment of global market conditions. The sub-advisor integrates ESG factors in its evaluation of long-term financial sustainability. As an actively managed ETF, the fund has full discretion to adjust holdings at any time. The fund launched with 109.4 million in assets.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Polen

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

29 ก.ย. 2568

ISIN

US36087T3959