PCCEPolen Capital China Growth ETF
Seeks long-term growth of capital.
By Polen Capital · Launched 2024
Annual Cost
1.00%
#5,196 of 5,861 · expensive
Fund Size
$2M
#5,566 of 5,861 · small
Return (1Y)Goal
-1.2%
Track Record
2 years
#3,395 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,016+0.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 56.4% of fundmoderately concentrated
Tencent Holdings Ltd
11.2%
AIA Group Ltd
7.4%
Contemporary Amperex Technology Co Ltd
7.0%
Hong Kong Exchanges & Clearing Ltd
7.0%
Alibaba Group Holding Ltd
6.6%
Ping An Insurance Group Co of China Ltd
4.1%
China Resources Mixc Lifestyle Services Ltd
3.7%
Montage Technology Co Ltd
3.4%
AK Medical Holdings Ltd
3.1%
NetEase Inc
3.1%
Asset allocation
Stocks
96.4%
Cash
3.6%
By sector
Communication
20.3%
Financial Services
15.5%
Consumer Cyclical
14.2%
Industrials
13.6%
Healthcare
10.5%
Real Estate
7.9%
Basic Materials
7.7%
Technology
6.8%
Other
3.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.0%High
Year-on-year price swings
Max drawdown
-26.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio of equity securities of Chinese companies with a sustainable competitive advantage, investing across the market capitalization spectrum in small, mid-, and large-cap companies. Focuses on long-term earnings growth and integrates ESG factors into the investment process.
- Inception date
- March 14, 2024
- Fund family
- Polen Capital
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Data updated on 2026-08-04