The portfolio has delivered much stronger earnings growth than the Index, which has supported our strong investment returns.
During the second quarter of 2021, the Polen Global Growth Fund (Australia) returned 10.91% (after all fees) versus the MSCI ACWI Net Total Return Index return of 8.95%.
The Polen Capital Global Growth strategy managed by Polen Capital since 31 December 2014, adjusted for fees and converted to AUD, in the six and a half years to 30 June 2021, has delivered investors a compound annual return of 17.36% in AUD, out-performing the MSCI ACWI Net Total Return Index by 5.01% per annum.**
After a period in which cyclical businesses and many of last year’s laggards generally saw a rebound, the market settled into what Polen view as more normalised behaviour where quality and fundamentals were better reflected in share price performance.
The Portfolio’s leading contributors continued to benefit from favourable fundamentals enjoying pronounced secular shifts, while the leading detractors were the result of specific impacts to the individual businesses.
The Polen team purchased Aon, sold Inditex and Coloplast, added to Amazon, and trimmed Zoetis.
Visit the fund page for more information: VIEW WEBSITE
**Source: Montgomery/Archer. The Fund’s inception date is 15 March 2021. Performance for prior periods is based on the actual performance of the Polen Capital Global Growth strategy managed by Polen Capital since 31 December 2014, adjusted for fees and converted to AUD and assumes all distributions are reinvested. The Fund invests using the identical strategy to the Polen Capital Global Growth Strategy and is advised by the same investment management team managing to the same investment objectives. Past performance is not a reliable indicator of future performance.
You should read the Product Disclosure Statement (PDS) before deciding to acquire the product.
The Polen Capital Global Growth Fund invests using an identical strategy to the Polen Capital Global Growth strategy. Past performance is not a reliable indicator of future performance.
Units in the Polen Capital Global Growth Fund (ARSN: 647 518 723) (Fund) are issued by the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Fund’s investment manager is Montgomery Investment Management Pty Ltd (ABN 73 139 161 701, AFSL 354 564). The fund’s sub-investment manager is Polen Capital Management, LLC.
The PDS contains all of the details of the offer. Copies of the PDS are available from Montgomery Investment Management on (02) 8046 5000 or at www.montinvest.com. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full. An investment in the Fund must be through a valid application form attached to the PDS or via the online application form. You should not base an investment decision simply on past performance. Past performance is not a reliable indicator of future performance. The investment returns of the Fund are not guaranteed, and so the value of an investment may rise or fall.
The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon this information and consider seeking advice from a licensed financial advisor if necessary.
Our Private Office
Specialised investment strategies designed exclusively for wholesale investors.
POLEN CAPITAL GLOBAL GROWTH FUND
The portfolio has delivered much stronger earnings growth than the Index, which has supported our strong investment returns.
Read the full quarterly commentary here:
INVESTMENT REPORT
Visit the fund page for more information:
VIEW WEBSITE
**Source: Montgomery/Archer. The Fund’s inception date is 15 March 2021. Performance for prior periods is based on the actual performance of the Polen Capital Global Growth strategy managed by Polen Capital since 31 December 2014, adjusted for fees and converted to AUD and assumes all distributions are reinvested. The Fund invests using the identical strategy to the Polen Capital Global Growth Strategy and is advised by the same investment management team managing to the same investment objectives. Past performance is not a reliable indicator of future performance.
You should read the Product Disclosure Statement (PDS) before deciding to acquire the product.
The Polen Capital Global Growth Fund invests using an identical strategy to the Polen Capital Global Growth strategy. Past performance is not a reliable indicator of future performance.
Units in the Polen Capital Global Growth Fund (ARSN: 647 518 723) (Fund) are issued by the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Fund’s investment manager is Montgomery Investment Management Pty Ltd (ABN 73 139 161 701, AFSL 354 564). The fund’s sub-investment manager is Polen Capital Management, LLC.
The PDS contains all of the details of the offer. Copies of the PDS are available from Montgomery Investment Management on (02) 8046 5000 or at www.montinvest.com. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full. An investment in the Fund must be through a valid application form attached to the PDS or via the online application form. You should not base an investment decision simply on past performance. Past performance is not a reliable indicator of future performance. The investment returns of the Fund are not guaranteed, and so the value of an investment may rise or fall.
The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon this information and consider seeking advice from a licensed financial advisor if necessary.