Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought it may be useful to outline some of the basic principles of investment diversification – and how it might be applied to your superannuation investment portfolio. Continue…

by Scott Phillips Posted in Insightful Insights.

Tagged

SMSF, super

• 8 Comments
• save this article
• 8
• POSTED IN Insightful Insights.
  
  Tagged
  SMSF, super

Index Fund investments are mirror images of the entire investing universe. For example, an Australian Shares Index Fund consists of about 200 or 300 investments in each of the largest companies on the ASX weighted by market capitalisation. People invest in Index Funds usually for two reasons. Firstly, simplicity. You do not have to choose particular investments as you own them all and secondly Index Funds, being passive investments, are inexpensive. Continue…

by Scott Phillips Posted in Insightful Insights.

• 15 Comments
• save this article
• 15
• POSTED IN Insightful Insights.

Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. Continue…

by Scott Phillips Posted in Insightful Insights.

Tagged

SMSF, super

• 7 Comments
• save this article
• 7
• POSTED IN Insightful Insights.
  
  Tagged
  SMSF, super

Continuing my ongoing series of interviews with Montgomery staff, where I lift the lid and see what makes the people behind the process and the impressive numbers tick, I catch up with Christopher Demasi, Co-Portfolio Manager for the Montgomery Global Fund and Senior Analyst for the Montaka Global Fund. Continue…

by Scott Phillips Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights.

This month, I talk to Stuart Jackson, Senior Analyst for The Montgomery Fund who recently joined us from a long career at JP Morgan (formerly Ord Minnett) where he was most recently Deputy Head of Research. Continue…

by Scott Phillips Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights.

People often ask me; “What’s it like to work at Montgomery Investment Management?” So I thought I’d try and lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This month, I talk to Andrew Macken, Portfolio Manager for the newly launched Montgomery Global and Montaka Global Funds. Continue…

by Scott Phillips Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights.

Many have recently seen the picture of the Chinese fruiterer trading the equity market at his ramshackle cart. Last week I had my own experience of a Chinese immigrant taxi driver who was ferrying me from the city back to Ultimo. Continue…

by Scott Phillips Posted in Foreign Currency, Insightful Insights.

• 3 Comments
• save this article
• 3
• POSTED IN Foreign Currency, Insightful Insights.

It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class!

Continue…

by Scott Phillips Posted in Companies, Insightful Insights, Investing Education.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Insightful Insights, Investing Education.

In my ongoing interview series of Montgomery Investment Management staff, I spoke to Head of Research and Portfolio Manager Tim Kelley, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick.

Continue…

by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.

• 1 Comments
• save this article
• 1
• POSTED IN Insightful Insights, Montgomery News and Updates.