Montgomery News and Updates
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Montgomery Small Companies Fund 30 June 2022 Update
Dominic Rose
July 12, 2022
The Montgomery Small Companies Fund performance was a story of two halves during the financial year ending 30 June 2022, with strong returns posted in the first six months, followed by negative returns in the ensuing months. With the S&P/ASX Small Ordinaries Accumulation Index down 19.52 per cent for the financial year, there have been a narrow channel of sectors and companies that have done well. continue…
by Dominic Rose Posted in Montgomery News and Updates, Video Insights.
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The Montgomery Fund 30 June 2022 Update
Roger Montgomery
July 7, 2022
The Montgomery Fund performance was a story of two halves during the financial year ending 30 June 2022, with solid returns posted in the first six months, outperforming the market as measured by the S&P / ASX 300 Accumulation Index. However, with several macro challenges facing investment markets, we have delivered a negative return in the ensuing six months despite a broadly defensive portfolio. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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The people behind the process
Scott Phillips
June 10, 2022
As we broaden out the expert teams partnering with Montgomery, I talk with Brett Craig the Portfolio Manager for the Aura High Yield SME Fund and lift the lid on what makes the people behind the process, the blog posts and the numbers tick. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Montgomery Small Companies Fund – Portfolio Analytics
David Buckland
May 23, 2022
My colleagues and I have just received an excellent presentation from the Portfolio Managers of the Montgomery Small Companies Fund, Gary Rollo and Dominic Rose. To remind readers, the fund was launched on 20 September 2019 and in the twenty-five months to 31 October 2021 the Fund had turned $1.00 into $1.63, inclusive of distributions, out-performance relative to the S&P/ASX Small Ordinaries Accumulation Index (Benchmark), which had turned $1.00 into $1.27. continue…
by David Buckland Posted in Montgomery News and Updates.
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Montgomery offers an income strategy through a partnership with Aura Funds Management
Roger Montgomery
May 4, 2022
Painfully low interest rates on cash-style investments have seen many investors seeking reliable monthly income. Montgomery Investment Management is delighted to announce its Distribution Partnership with Aura Funds Management, a subsidiary of Aura Group. Montgomery will offer wholesale clients the Aura High Yield SME Fund, with a history of delivering reliable monthly income from a unique mix of online lending platforms in Australia. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
The Polen Capital Global Growth Strategy is now available via BT Panorama
Dean Curnow
April 29, 2022
Our partnership with the U.S. based Polen Capital has evolved since we formally announced the relationship in March last year. Since then, we have launched two of their strategies in Australia with a third, the Polen Capital Global Emerging Markets Growth Fund, in the works. The first strategy, the Polen Capital Global Growth Fund, is now accessible to investors via the BT Panorama platform. The fund is accessible to investors via Netwealth and HUB24 IDPS and Super/Pension. continue…
by Dean Curnow Posted in Montgomery News and Updates.
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Montgomery Small Companies Fund and investing over the longer term
Scott Phillips
April 28, 2022
We all know that equity markets don’t travel in a straight line, and that has been the case for equity markets over the last couple of years. Looking back at some of the major events that investors and equity markets have had to contend with, and we can list a global pandemic, massive monetary and fiscal stimulus in response, lock-downs like never seen before, then re-opening, supply constraints coupled with strong demand, a Russian invasion on Ukraine, now inflationary pressures across the globe, interest rates on the rise and meanwhile companies are adapting to the changing environment but ultimately trying to execute on delivering the best products or services to their customers and generate growing profits. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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The Montgomery Fund’s positioning through reporting season and Russia and Ukraine’s conflict
Joseph Kim
March 17, 2022
In part two of this video series with Montgomery’s Head of Distribution Scott Phillips and Portfolio Manager of The Montgomery Fund Joseph Kim we take a closer look into the February reporting season, and discuss the conflict with Russia and Ukraine. Joseph also shares insight into holdings in The Montgomery Fund, including the Commonwealth Bank of Australia, National Australia Bank and Reliance Worldwide. continue…
by Joseph Kim Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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The Montgomery Fund’s performance and positioning
Joseph Kim
March 16, 2022
In this video Head of Distribution Scott Phillips talks to portfolio manager of The Montgomery Fund Joseph Kim to discuss the relative performance of The Montgomery Fund in early 2022. They discuss which companies will do well in the current macro environment and share Montgomery’s view on commodity prices. continue…
by Joseph Kim Posted in Montgomery News and Updates, Video Insights.
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The Montgomery Fund’s key drivers of performance in 2021
Joseph Kim
January 19, 2022
In this week’s video insight Joseph discusses the key drivers of The Montgomery Fund’s performance for calendar year 2021. Overall, 2021 was a successful year for The Montgomery Fund. The total return of 25.1 per cent after fees represented an outperformance of 7.6 per cent versus the broader S&P/ASX 300 Accumulation Index, and included two distributions which collectively accounted for 4.2 per cent of the return. continue…
by Joseph Kim Posted in Editor's Pick, Montgomery News and Updates, Stocks We Like, Video Insights.
