• Join our webinar with the Polen Global Growth team live from Florida to introduce Polen and their special style of investing. register here

And, it’s a (new) wrap…

And, it’s a (new) wrap…

Well some good news as we close the financial year for investors wishing to benefit from a world of opportunities.

For some time, investors who have a solid working relationship with their advisor, have been asking to invest directly in the Montgomery Global Fund via a platform. Now thanks to the global fund’s official inclusion on both the BT Wrap & BT Panorama platforms today – you can.

If you are an advisor who has been waiting for The Montgomery Global Fund to be included prior to adding the Fund to your clients’ portfolios or a dealer group awaiting BT’s inclusion before putting The Montgomery Global Fund on your APL, today’s announcement opens the door for you.

And perhaps most importantly, if you have personally been wanting to invest with Montgomery Global but have been told by your advisor that you would have to wait until the Fund was available ‘on platform’, then give your advisor a call today and let them know the Montgomery Global Fund is now on platform with BT Wrap & BT Panorama.

The Montgomery Global Fund is now available on the following platforms – BT Wrap, BT Panorama, netwealth IPDS and netwealth Super and Power Wrap.  We expect inclusion on other platforms in coming months.

Allocating a meaningful portion to global equities can provide an opportunity to benefit from diversification by company, sector, country, currency, economy and structural trends.

Montgomery Global strategies enable clients to reach beyond local stocks and benefit from a world of opportunities to find out more, please review the fund information here.


Scott joined Montgomery Investment Management in 2013. Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.

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.

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  1. Great news Scott.
    History in funds management indicates to me that the more new inflows a quality manager like you guys can get the better the opportunities for the team to buy their latest and best ideas leading generally to outperformance.
    I hope this is the case both personally and for my clients.

  2. Hi Scott
    I am happy to have Montgomery global in my Netwealth Super fund,
    but for some reason Montaka global access has been dropped from Netwealth Super, supposedly due to inadequate ratings.
    I’m very disappointed by this as it means I can’t add to my holding and can’t even reinvest distributions.
    Can anything be done to get Montaka back onto Netwealth Super?

    • Hi Carlos – we are working with netwealth to have it added back onto the menu. Hopefully it will be available again in the next couple of months.

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