Polen Capital Global Growth Fund Class A Units
Consumer's investment objective
Capital Growth
In target market
Capital Preservation
Not in target market
Capital Guaranteed
Not in target market
Income Distribution
Not in target market
More Information:
The Fund’s objective is to outperform the MSCI ACWI Net Total Return Index, in Australian Dollars, over a rolling five-year period, net of fees. No investor’s capital or any returns are guaranteed.
The Fund aims to provide capital growth.
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
Not in target market
Major Allocation - (50-75% of portfolio)
Core Component - a medium allocation (25-50% of portfolio)
In target market
Minor Allocation - (10-25% of portfolio)
Satellite - a small allocation (<10% of portfolio)
In target market
More Information:
The Fund typically invests in a high conviction portfolio of 25 to 35 high quality growth stocks listed on major global stock exchanges.
The portfolio diversification of the Fund is High.
Consumer's investment timeframe
Short (<= 2 years)
Not in target market
Medium (>2 years)
Potentially in target market
Long (>8 years)
In target market
More Information:
Suggested minimum investment timeframe – At least 5 years
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
Not in target market
High - can tolerate up to 6 periods of underperformance over 20 years
In target market
Very High - can tolerate over 6 periods of underperformance over 20 years
In target market
Extremely High - the investor seeks extremely high risk, speculative or complex products
More Information:
The Fund has a standard risk measure of 6 (High).
Consumer's need to withdraw money
Quarterly
In target market
More Information:
Under ordinary circumstances, withdrawals can be made daily.
Polen Capital Global Small and Mid Cap Fund
Consumer's investment objective
Capital Growth
In target market
Capital Preservation
Not in target market
Capital Guaranteed
Not in target market
Income Distribution
Not in target market
More Information:
The Fund’s objective is to outperform the MSCI ACWI Net Total Return Index, in Australian Dollars, over a rolling five-year period, net of fees. No investor’s capital or any returns are guaranteed.
The Fund aims to provide capital growth.
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
Not in target market
Major Allocation - (50-75% of portfolio)
Core Component - a medium allocation (25-50% of portfolio)
In target market
Minor Allocation - (10-25% of portfolio)
Satellite - a small allocation (<10% of portfolio)
In target market
More Information:
The Fund typically invests in a high conviction portfolio of 25 to 35 high quality growth stocks listed on major global stock exchanges.
The portfolio diversification of the Fund is High.
Consumer's investment timeframe
Short (<= 2 years)
Not in target market
Medium (>2 years)
Potentially in target market
Long (>8 years)
In target market
More Information:
Suggested minimum investment timeframe – At least 5 years
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
Not in target market
High - can tolerate up to 6 periods of underperformance over 20 years
In target market
Very High - can tolerate over 6 periods of underperformance over 20 years
In target market
Extremely High - the investor seeks extremely high risk, speculative or complex products
More Information:
The Fund has a standard risk measure of 6 (High).
Consumer's need to withdraw money
Quarterly
In target market
More Information:
Under ordinary circumstances, withdrawals can be made daily.
