Asgard adds The Montgomery Fund
We are excited to announce that The Montgomery Fund has been added to Asgard’s eWrap, including Infinity and Mastertrust products.
This news is a testament to the unique benefits offered by Montgomery’s investment process and means that The Montgomery Fund can now be accessed through BT Wrap, netwealth, PowerWrap, OneVue and Asgard, making it easier than ever before to invest in The Montgomery Fund.
If you would like to discuss The Montgomery Fund and how it will complement other investments in your clients’ portfolios, please email Scott Phillips or call him on 02 9692 5700.
Alternatively, click here to view The Montgomery Fund’s performance and to download the Product Disclosure Statement and Information Booklet.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
Shreyas Dave
:
Hi Roger,
What if as a retail investor I would like to put my money in Montgomery fund?
I do not have 25 K to invest or to start with in cash. I may have in my super though.
I got your book online and getting very valuable information from it. Just loving it.
Its getting complecated when I checkd all these companies to invest in your fund from your blog.
Please let me know how can I start.
Thanks.
Shreyas
mark kennedy
:
Roger
Good to see its on those platforms at last . Glenn and I are very happy.
Mark
Roger Montgomery
:
Delighted to hear it and looking forward to working for you Mark.
Sue
:
How can I get my Super (FSS) to add the Montgomery fund? Why don’t you run a super fund. I don’t usually like retail funds but the super funds seem to be buying the wrong companies. Australian Super is a substantial holder of Premier which has a ROE of 1.9%. They average out I guess, it is a bit volatile lately. I got out myself & then saw the announcement & wondered why they’d still be there?
Roger Montgomery
:
I am pushing for it Sue…it might be a year or two before you see it but I am pushing.
Nicholas Christian
:
Very dissapointing that you have to have the ‘runs’ on the board first before they’ll let you have some space on the platform.
In the short term the best gains are already gone.
But well done Rog, I use both BT and Asgard for clients, both with complicated fee strutures and somewhat overpriced but the best way to off-set that is with quality advice and assets that continue to outperform consistantly over the long run.
Cheers
Nick C
Roger Montgomery
:
Thanks for your suppoert Nick. let me know if and how we can support you too.
michael castaldo
:
Does this mean that you can buy in with less than the minimum 25k?
Roger Montgomery
:
It may indeed mean that. Ask your adviser to call us directly and speak with David Buckland.