Polen Capital Global Growth Fund Class B


Date: Wed 21 Apr 2021
Buy: 1.0509
Redeem: 1.0456
Mid: 1.0483


Web: office@montinvest.com

Phone: 02 8046 5000

Email: office@montinvest.com

Address: Suite 5.01, 17 Castlereagh St, Sydney NSW 2000 Australia


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.