कोशिश गोल्ड - मुक्त
Severe underperformance sees Polen Capital funds wound up
Financial Standard
|April 07, 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance.
Polen Capital first entered the local wholesale market in 2021 through a partnership with Montgomery Investment Management, saying it would launch its Global Growth Fund and Global Emerging Markets Growth Fund.
While the Global Growth Fund was launched in March 2021, two years later Montgomery Investment Management said it was still “investigating the most effective method of offering the Polen Capital Global Emerging Markets Growth strategy to Australian investors.”
In October 2021, the Polen Capital Global Small and Mid Cap Fund was also introduced.
यह कहानी Financial Standard के April 07, 2026 संस्करण से ली गई है।
हजारों चुनिंदा प्रीमियम कहानियों और 10,000 से अधिक पत्रिकाओं और समाचार पत्रों तक पहुंचने के लिए मैगज़्टर गोल्ड की सदस्यता लें।
क्या आप पहले से ही ग्राहक हैं? साइन इन करें
Financial Standard से और कहानियाँ
Financial Standard
Vanguard debuts four new funds
Vanguard expanded its Australian investment range, launching four new investment options in global technology and international high yield in the form of three new ETFs and one unlisted managed fund.
1 min
April 07, 2026
Financial Standard
TIME TO DEPLOY
With more than US$2 trillion expected to be invested into private equity globally in 2026, private markets show no signs of slowing down, but more capital and stiffer competition can lead to higher risk.
9 mins
April 07, 2026
Financial Standard
First Super switches insurer
From April 1, group insurance for First Super members will be provided by TAL.
1 min
April 07, 2026
Financial Standard
Platform funds, mega funds to dominate: Mercer
A new Mercer report predicts platform funds, with a median $250,000 balance, and mega funds, with over $100 billion in assets, will dominate the superannuation landscape and overtake the 'retail versus industry fund' debate.
2 mins
April 07, 2026
Financial Standard
Entireti taps AI to centralise advice data
Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients.
2 mins
April 07, 2026
Financial Standard
A wealth of stress
It seems as though there's only two things worth talking about at the moment: the price of petrol, and inflation.
2 mins
April 07, 2026
Financial Standard
Superannuation advertising ban consultation launches
Treasury has begun consulting on banning the advertising of superannuation products when onboarding employees, releasing its draft regulations.
1 mins
April 07, 2026
Financial Standard
Count expands national footprint
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia.
1 min
April 07, 2026
Financial Standard
MAs increase confidence: Data
Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts.
1 min
April 07, 2026
Financial Standard
Severe underperformance sees Polen Capital funds wound up
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance.
1 mins
April 07, 2026
Listen
Translate
Change font size