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An update on our proposed new MOGL offering

14112017 MOGL

An update on our proposed new MOGL offering

As many of you know, we have been working hard this year to deliver our investors a new ASX-quoted investment structure to access our successful global long-only strategy that is currently being implemented in our unlisted Montgomery Global Fund. The ASX ticker will be “MOGL”.

Our motivation is simple:

  • Our investors have asked for it.
  • For many investors, it will be even easier to access than our unlisted strategies.
  • The structure is clean and fair for investors.

We knew it was always going to be ambitious to deliver this offering to investors before the year-end holiday period.

And it is not just the Montgomery team who have been working exceptionally hard to bring this offering to life.

The teams at the ASX and ASIC have been working around the clock to ensure a seamless delivery of this offering and that all safeguards are in place for investors. We are incredibly grateful for their support – and you should be too. These two groups play a critical role in the smooth functioning of Australia’s financial markets – and they do a stellar job.

We still have a small window left to deliver you a little Christmas miracle but the probability of MOGL becoming available to you before year-end is small. If it does not happen this year, then our New Year’s resolution is to bring it to you as early in 2018 as possible!

We will keep you informed over the coming days and weeks.

Thank you for your ongoing support and patience.


The Montgomery Team

Andrew Macken is a Portfolio Manager at Montgomery Global Investment Management. Andrew joined Montgomery in March 2014 after spending four years as a Research Analyst under Jim Chanos at Kynikos Associates in New York.


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This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564) and may contain general financial advice 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 advice from a financial advisor if necessary.


  1. Thanks for that Andrew, I was wondering about the delay, as the IPO was not listed on the ASX list published recently. Still I appreciate the steady as you go from the team at Montgomery.

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