Built on Polen Capital’s time-tested, research-driven approach, the goal of these ETFs is to provide a trusted solution for delivering results. With the flexibility and accessibility of the ETF structure, these strategies are designed to seamlessly fit into investors’ portfolios, helping them pursue their financial goals.
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.
Equity ETFs
Diversified Growth Through Global Reach
Polen’s equity ETFs are built on our time-tested, growth-driven philosophy, leveraging proprietary research and expertise to deliver transparent, seamless solutions for global, regional, and targeted growth opportunities.
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.
About Our ETFs
How Polen’s Active ETFs Can Upgrade your Financial Toolbox
Our actively managed ETFs are led by experienced portfolio managers with deep expertise in identifying high-quality, durable businesses. Guided by a disciplined, research-driven process, our ETFs aim to deliver consistent, long-term results built on the power of compounding.
Polen’s ETFs are designed to seek excess returns by blending deep fundamental research with our structured, time-tested investment approach. Unlike passive strategies, we focus on sustainable growth and capital preservation, aiming to outperform benchmarks to help our investors to steadily build wealth over time.
The structure of our ETFs can minimize capital gains distributions, potentially allowing investors to retain more of their returns. Compared to actively managed mutual funds, our ETFs may offer tax advantages through the "in-kind" creation and redemption process.
*The tax efficiency referenced herein is primarily a result of the utilization of in-kind creation and redemption baskets. It is important to note that Polen Capital's credit ETFs generally do not use in-kind creation and redemption baskets, as purchase and redemption orders are generally satisfied with an all-cash basket. Therefore, the Polen Capital credit ETFs are not expected to receive any related tax benefits.
Our ETFs offer daily transparency, providing our investors with a clear view into their holdings. With Polen, you’ll always know what you own and how your portfolio is positioned.
ETFs trade intraday, allowing you to buy or sell shares whenever the market is open. This liquidity ensures you have access to your investments when you need them, whether to address personal financial needs or to align with evolving goals.
Polen’s ETFs typically have lower expense ratios than traditional mutual funds, reducing costs over time. Money saved on fees stays invested, allowing our investors more potential to benefit from the power of compounding through interest, dividends, or capital appreciation.
Our actively managed ETFs provide broad exposure to various asset classes, sectors, geographies, and strategies. Polen’s suite of ETF funds further empowers our investors to build a well-rounded portfolio.
Polen’s ETFs trade on the NYSE Arca, providing intraday accessibility and liquidity. Shares can be bought or sold throughout the trading day, offering flexibility and convenience to meet your financial needs.
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.
Notice to HK Investors: In Hong Kong, this content is only being made available to persons falling within the “Professional Investors” category defined in the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (SFC). By entering this site, you confirm that you fall within the Professional Investors category, and you are accessing the website on your own initiative without any solicitation to do so by Polen Capital HK Limited or one of the funds described herein (each, a “Fund”) and that no law or regulation prohibits you from accessing the information on this website. The Fund is not authorized by the SFC and is not publicly offered to all investors in Hong Kong.
The Polen Capital Floating Rate ETF and Polen Capital High Income ETF are distributed by Foreside Funds Distributors LLC., not affiliated with Polen Capital Management. The Polen Capital Global Growth ETF, Polen Capital China Growth ETF, Polen Capital Emerging Markets ex-China Growth ETF and Polen Capital International Growth ETF are distributed by ALPS Distributors, Inc.