Polen Capital Global Growth Fund Class A
LATEST UNIT PRICE
FUND INFORMATION
- Polen Capital Global Growth Fund Class A PDS
- Polen Capital Global Growth Fund TMD
- PCGGF Financial Report June 2024
- PCGGF Class A November 2024
- PCGGF Class A October 2024
- PCGGF Class A September 2024
- PCGGF Class A August 2024
- PCGGF Class A July 2024
- PCGGF Class A June 2024
- PCGGF Class A May 2024
- PCGGF Class A April 2024
- PCGGF Class A March 2024
- PCGGF Class A February 2024
- PCGGF Class A January 2024
- PCGGF Class A December 2023
CONTACT DETAILS
Web: www.montinvest.com
Phone: 02 8046 5000
Email: office@montinvest.com
Address: Suite 5.01, 17 Castlereagh St, Sydney NSW 2000 Australia
ABOUT
Polen Capital Global Growth Fund Class A
(ARSN: 647 518 723)
The Fund’s investment manager is Montgomery Investment Management Pty Ltd. The fund’s sub-investment manager is Polen Capital Management, LLC. Fund’s objective is to outperform the MSCI ACWI Net Total Return Index, in Australian Dollars, over a rolling five-year period, net of fees. The Fund typically invests in larger and more liquid listed global companies with a market capitalisation greater than US$5 billion and is close to fully invested at all times. Currency risk is not hedged.
The fund (Class A) is open to investors, with a minimum of $25,000 to invest.
Important Notice 30-09-2023
This Fund is intended for applicants as a minor allocation (up to 25%) of their total investment portfolio as set out in the target market determination for the Fund.