Polen Capital Global Small and Mid Cap Fund
LATEST UNIT PRICE
FUND INFORMATION
- Polen Capital Global Small and Mid Cap Fund PDS
- Polen Capital Global Small and Mid Cap Fund TMD
- PCSM Financial Statements June 2023
- PCSM October 2023 Monthly Report
- PCSM September 2023 Monthly Report
- PCSM August 2023 Monthly Report
- PCSM July 2023 Monthly Report
- PCSM June 2023 Monthly Report
- PCSM May 2023 Monthly Report
- PCSM April 2023 Monthly Report
- PCSM March 2023 Monthly Report
- PCSM February 2023 Monthly Report
- PCSM January 2023 Monthly Report
- PCSM December 2022 Monthly Report
- PCSM November 2022 Monthly Report
CONTACT DETAILS
Web: www.montinvest.com
Phone: 02 8046 5000
Email: admin@fundhost.com.au
Address: Suite 5.01, 17 Castlereagh St, Sydney NSW 2000 Australia
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.