Statements

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Requests for Statements

If you are an investor in the funds listed below, your annual statements (including tax statements) and unit balances are managed by the fund’s administrator, Fundhost.

Fund’s administered by Fundhost:

  • The Montgomery Fund
  • Montgomery Small Companies Fund
  • The Montgomery [Private] Fund
  • Polen Capital Global Growth Fund


Access the Fundhost online dashboard
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Year End Statements 30 June 2021

For investors looking for the distribution timetable for The Montgomery Fund, Montgomery [Private] Fund, Montgomery Small Companies Fund and the Polen Capital Global Growth Fund you can access this here. 

Statements will be made available through the online dashboard to download. Email notifications will be sent by Fundhost when these are available.

Please direct all enquires to the investor relations team.
 
Contact Details:
Email: admin@fundhost.com.au
Phone: 02 8223 5400
 
Fund’s administered by Fundhost:

  • The Montgomery Fund
  • Montgomery Small Companies Fund
  • The Montgomery [Private] Fund
  • Polen Capital Global Growth Fund

 

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