articles by Scott Phillips
July 25, 2014
We’ve had a lot of demand from advisers wanting to access The Montgomery Fund on the Colonial FirstWrap platform – so if you’re an adviser and would like to see it added, then let us know. Alternatively, if you aren’t a financial adviser but you know that your adviser uses FirstWrap, feel free to pass them my details. Continue…
by Scott Phillips Posted in Investing Education.
March 27, 2014
It’s been another big week for The Montgomery Fund. In addition to welcoming Andy Macken to the team from New York (see his initial impressions of the Australian stock market, here), we also learned that at just 18 months old, The Montgomery Fund has attracted an Investment Grade rating from respected research house, Lonsec. Continue…
by Scott Phillips Posted in Montgomery News and Updates.