Symbols

PCCE

Polen Capital China Growth ETF·NYSE

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Key Stats

Assets Under Management

1.64MUSD

Fund Flows (1Y)

Dividend Yield

1.60%

Discount/Premium to NAV

-1.47%

Shares Outstanding

125.00K

Expense Ratio

1.00%

About Polen Capital China Growth ETF

Issuer

iM Global Partner Fund Management, LLC

Brand

Polen

Home Page

https://imgpfunds.com/polen-capital-china-growth-etf/

Inception Date

Mar 14, 2024

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

iM Global Partner Fund Management LLC

Distributor

ALPS Distributors, Inc.

PCCE aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the Chinese equity market. The strategy is rooted in fundamental research, selecting 25-40 Chinese growth companies with a sustainable edge, such as consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to periodic review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.