Polen Capital Global Small and Mid Cap Fund

LATEST UNIT PRICE

Date: Mon 06 Dec 2021
Buy: 0.9532
Redeem: 0.9484
Mid: 0.9508
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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.

The Fund is due to launch on 21 October 2021, the PDS will be available here. You should consider the PDS before making a decision to acquire the product.