Investing with Montgomery through personal super (24/05/2016)
Scott Phillips 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.
Paul
:
Does NetWealth limit the amount that can be invested in the montgomery fund to 20%?
Scott Phillips
:
Hi Paul – I’m pleased to report that there is no limit on the percentage allocation you can make to The Montgomery Fund in your portfolio on netwealth.
Carlos
:
Very glad you guys have teamed up with Netwealth. Their Super platform is superb, the online account service is wonderful. Looking forward to adding Montaka.