Polen Capital Introduces ETFs Target Floating-Rate Loans, High-Yield Bonds

Polen Capital is expanding its presence in the high-yield investment world.

The firm introduced two ETFs: the Polen Floating Rate Income ETF (NYSE:PCFI) and the Polen High Income ETF (NYSE:PCHI). The funds offer investors new ways of weathering inflation and market volatility while generating income.

The new ETFs join Polen Capital’s growing list of actively managed ETFs:

• Polen Capital Global Growth ETF (NYSE:PCGG)
• Polen Capital International Growth ETF (NYSE:PCIG)
• Polen Capital China Growth ETF (NYSE:PCCE), and
• Polen Capital Emerging Markets ex-China Growth ETF (NYSE:PCEM).

Also Read: New RSMR ETF Balances Risk And Reward For Investors

High Yield Strategy: PCFI launched on March 24 to pursue high current income, with long-term capital appreciation as a secondary objective. It invests primarily in senior secured floating-rate loans, an asset class that may serve as a hedge against rising interest rates. With an expense ratio of 0.59%, PCFI provides a flexible income-generating option for investors seeking floating rate exposure in a world of high inflation and uncertainty about the Federal Reserve’s monetary policy.

PCHI is an ETF expression of Polen’s Opportunistic High Yield strategy, which has previously been available as a mutual fund, a managed account, and a QIAIF alternative investment. The fund uses a disciplined, risk-aware approach to capitalize on income opportunities in high-yield bonds and leveraged loans. It has an expense ratio of 0.63%.

Ever since it entered the ETF space in late 2023, Polen Capital has expanded its products. Today, it oversees nearly $200 million of assets in its ETF family.

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