ABOUT

Polen Capital Global Small and Mid Cap Fund

ARSN: 652 035 642

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 SMID Cap Net Total Return Index, in Australian Dollars, over a rolling five-year period, net of fees. The Polen Capital Global Small and Mid Cap Fund is a long only, small and mid cap global equities fund. The Fund typically invests in a concentrated portfolio of 25-35 high-quality companies within the global small and mid cap company universe.

Important Notice: 30-09-2023

This Fund is intended for applicants as a satellite allocation (up to 10%) of their total investment portfolio as set out in the target market determination for the Fund.