Investment Strategies › Active ETFs
Active ETFs

Polen's ETF Suite

Our suite of active ETFs is designed to help investors achieve their long-term goals — whether it's pursuing growth, managing risk, or diversifying portfolios.

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The Polen Capital Advantage

Polen Capital's actively managed ETFs combine the expertise of seasoned investment professionals, a disciplined approach to long-term growth, and investor-centered features like liquidity and transparency. Whether you're seeking to enhance your portfolio, reduce costs, or take advantage of flexible trading, our ETFs deliver a modern solution tailor-made for today's investors.

Equity ETFs

Diversified Equity Solutions Through Global Reach

Polen's equity ETFs are built on a time-tested, research-driven investment philosophy, leveraging proprietary research and expertise to deliver transparent, seamless solutions across global, regional, and targeted equity exposures.

Credit ETFs

Focused on Delivering High Current Income and Long-Term Capital Appreciation

Polen's credit ETFs were designed using our time-tested investment philosophy, leveraging proprietary research and deep expertise to deliver disciplined and high-conviction solutions.

About Our ETFs

Polen's Active ETFs Can Upgrade Your Portfolio Toolbox

Professional Management

Led by experienced portfolio managers with deep expertise in identifying high-quality, durable businesses through a disciplined, research-driven process.

Active Management

Our actively managed ETFs seek excess returns blending deep fundamental research with high conviction portfolio construction.

Tax Efficiency

The ETF structure can minimize capital gains distributions, potentially allowing investors to retain more of their returns through the "in-kind" creation and redemption process.

Transparency

Our ETFs offer daily transparency, providing investors with a clear view into their holdings. You'll always know what you own and how your portfolio is positioned.

Flexibility

ETFs trade intraday, allowing you to buy or sell shares whenever the market is open. This liquidity ensures access to your investments when you need them.

Lower Cost

Typically lower expense ratios than traditional mutual funds, reducing costs over time. Money saved on fees stays invested for more potential compounding.

Asset Allocation

Broad exposure to various asset classes, sectors, geographies, and strategies to empower investors to build a well-rounded portfolio.

Liquidity & Accessibility

Polen's ETFs trade on the NYSE Arca, providing intraday accessibility and liquidity. Shares can be bought or sold throughout the trading day.

A Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectus contains this and other important information about the investment company, and it may be obtained by calling 1-888-426-7515 (Polen Capital) and 1-800-960-0188 (iMGP). Read it carefully before investing.

This information is not to be relied on as legal, tax, business, investment, accounting, or any other advice. Recipients should seek their own independent financial and tax advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital.

ETF Risks: Investing involves risk. Principal loss is possible. The Funds are exposed to certain risks such as its shares trading at a material discount to NAV as a result of its structure as an ETF. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. A commission may apply when buying or selling an ETF.

The Polen Floating Rate Income ETF, Polen Capital High Income ETF, Polen Focus Growth ETF, Polen 5Perspectives Large Growth ETF, Polen 5Perspectives Small-Mid Growth ETF and Polen Euro High Yield Bond are distributed by Foreside Funds Distributors LLC., not affiliated with Polen Capital Management.

Find out how Polen Capital can go beyond for you.

Explore our active ETF suite or connect with our team.

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Polen Capital Investment Funds PLC is registered for sale in certain countries only. The information on the following pages is not intended for persons in jurisdictions where the funds are not registered, or for US persons.

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