Investment Vehicles

UCITS Funds.

Polen's UCITS range brings our high-conviction equity and credit strategies to international investors through a regulated, Luxembourg/Ireland-domiciled structure — offering daily liquidity, SFDR-compliant reporting, and broad European distribution passporting.

European distribution

Registered for sale across 19+ European and international markets through our partnership with iM Global Partner and management company Amundi Ireland.

Regulatory framework

UCITS-compliant fund structures with SFDR Article 8 classification, UK Reporting Status, and KID/PRIIP documentation across share classes and currencies.

Same investment teams

Each UCITS fund is managed by the same autonomous investment team, applying the same philosophy and process, as its U.S.-domiciled counterpart.

Interested in Polen UCITS?

Contact us or our distribution partner iM Global Partner for more information.

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An investment in the Fund concerns the acquisition of shares in the Fund and not in any underlying asset. The value of the investment can reduce and increase; therefore, the return on the investment will be variable. Polen Capital Investment Funds PLC has not been registered under the United States Investment Company Act of 1940. No shares may be offered or sold in the United States or to any U.S. person.

This material is intended for professional investors in jurisdictions where the funds are registered for sale. Prospective investors should read the prospectus, supplement, and Key Information Document (KID) before making any investment decision.

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UCITS funds — Important information

Select your location and investor type.

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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