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Polen Capital Global Small and Mid Cap Fund

Fund Established

21 October 2021

Why invest with Polen?

Global growth strategy with a strong emphasis on sustainable earnings growth
Focus on companies with high returns on capital and double-digit earnings growth
Concentrated portfolio of approximately 30 high-quality growth companies
Low portfolio turnover with long-term holding periods typically exceeding five years
Embedded ESG analysis in a comprehensive review of a company

By thinking and investing like a business owner and taking a long-term investment approach, we believe we can preserve capital and provide stability across market cycles.

Rob Forker

Lead Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund

Please complete the form below to receive full documentation on the Polen Capital Global Small and Mid Cap Fund. We encourage any financial advisers to use the adviser portal to access the PDS. See the Advisers Access button above.

Income

Australian Equities

Global Equities