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:
Access the Fundhost online dashboard:
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.