Skip to content
Beacon

PCGGPolen Capital Global Growth ETF

Grow my money#2095 of 2944 for Grow my money

The fund is a non-diversified, actively-managed exchange-traded fund (“ETF”) that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.

Polen Capital · Since 2023 (2 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$8M

#4610 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

2 years

#3222 out of 5,332 ETFs

Performance

1 Year

-0.5%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Focus
ESG

Asset allocation

Stocks
97.0%
Cash
3.0%

Sector breakdown

Technology
40.1%
Financial Services
17.5%
Communication
15.8%
Healthcare
13.0%
Consumer Cyclical
9.4%
Consumer Defensive
2.3%
Real Estate
2.0%

Top holdings

NVIDIA CorpNVDA7.2%
Alphabet Inc Class CGOOG6.0%
Broadcom IncAVGO5.0%
Microsoft CorpMSFT4.9%
Aon PLC Class AAON4.8%
Visa Inc Class AV4.7%
Mastercard Inc Class AMA4.7%
Shopify Inc Registered Shs -A- Subord VtgSHOP4.5%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM4.4%
Tencent Holdings Ltd0700.HK4.3%

Risk profile

Volatility (1Y)

15.9%

Moderate

Max drawdown

-22.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Data updated on 2026-05-05