ABOUT

Polen Capital Global Growth Fund Class B

(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.

Class B units are open to IDPS Wrap platform investors only.

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.