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 what Polen believes to be 40-60 high-quality companies within the global small and mid cap company universe.
Using the unique Polen Flywheel Framework, the Small Company Growth team analyses opportunities to uncover compelling long-term structural growth and determine if the right conditions are in place to identify companies that are well-positioned to deliver significant value over a five-year period.
The investment process is based on deep, balanced, and collaborative research across the eight member team, all located out of Polen Capital’s Boston office, with a focus on companies with high returns on capital and annualised double digit earnings growth.
And relative to its mega cap counterparts, with the weighted average market capitalisation of around US$6 billion as of 30 September 2022 the Polen Capital Global Small and Mid Cap Fund is expected to offer a concentrated portfolio of interesting fast-growing smaller companies with a potential global runway of growth ahead of them.
Polen Capital embeds ESG analysis into its comprehensive review of a company. Read Polen Capital's commitment to ESG.
| Number of holdings | 40 - 60 |
| Style | Growth |
| Benchmark | MSCI ACWI SMID Cap Net Total Return Index, in AUD dollars |
| Fund fact sheet | Download |
Montgomery Investment Management has partnered with Polen Capital to manage the investment management function.
Founded in 1979, U.S. based Polen Capital is a high-conviction growth investment manager. The firm’s established team manages US$55 billion as of 2023 in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.
The Polen Capital Global Small and Mid Cap Fund has been rated Approved
*this is a forward pricing fund, the price you receive is based on close of market prices.
| Polen Capital Global Small and Mid Cap Fund | MSCI ACWI SMID (AUD) | Out/Under Performance | |
|---|---|---|---|
| 1 month | -4.61% |
-3.06% |
-1.55% |
| 3 months | -6.08% |
-2.35% |
-3.73% |
| 6 months | 3.72% |
5.73% |
-2.01% |
| 1 year | -4.28% |
6.63% |
-10.91% |
| 3 years (p.a.) | -2.95% |
9.05% |
-12.00% |
| Since inception (21 October 2021) |
-34.62% |
20.49% |
-55.11% |
| Compounded annual return since inception | -11.62% |
5.57% |
-17.19% |
| Distribution per unit | |
| June 2024 | 0.00 cents |
| June 2023 | 0.00 cents |
| June 2022 | 0.00 cents |
Polen Capital Global Small and Mid Cap Fund performance is net of fees and includes reinvestment of all distributions.
The issuer of units in the Polen Capital Global Small and Mid Cap Fund (ARSN: 652 035 642) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL: 233045). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com and at https://fundhost.com.au.
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full.
The information provided 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 any information provided and consider seeking advice from a financial advisor if necessary.
You should not base an investment decision simply on past performance. The investment returns of the Fund are not guaranteed, and so the value of an investment may rise or fall.
Polen Capital has been dedicated to serving investors for more than three decades by providing concentrated portfolios of what it believes are the highest-quality companies.
Polen is passionate about its mission to protect and grow its clients' capital while uncovering unique opportunities to invest in some of the world’s most sustainable businesses. Polen has a culture focused on making a meaningful difference in the lives of the investors who entrust it with their financial well-being.
Maneesh Singhal, CFA, is the Lead Portfolio Manager of Polen Capital’s Small and Mid Cap Fund, with Rayna Lesser Hannaway, CFA, serving as Co-Portfolio Manager. They are supported by a team of seven portfolio managers and analysts, all based out of Polen Capital’s Boston office.
The team access and share ideas with the Polen Capital Emerging Market Growth Team, which consists of 11 investment professionals based out of London and Hong Kong.
After accessing the Product Disclosure Statement and reading in full the investment objectives and risks of investing in the Polen Capital Global Small and Mid Cap Fund:
Complete the online application form and ID verification online on the Olivia123 platform
(approx. 10 minutes)
Submit the completed application form online to the Administrator
Transfer the funds and an investment confirmation will be issued directly by the Administrator
For assistance completing your application form, you can speak directly with the Administrator, Fundhost Limited, on 02 8223 5400.
If you wish to make an additional investment (top-up) an existing investment in the Polen Capital Global Small and Mid Cap Fund, please see the instructions here.
The Product Disclosure Statement and the fund information pack will be sent via email to people.
If you would prefer to discuss the new fund, please call David Buckland or Toby Roberts from Montgomery Investment Management on 02 8046 5000 to discuss the Polen Capital Global Small and Mid Cap Fund in more detail.
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