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MOGL is now available to purchase on the ASX

20122017 MOGL launch

MOGL is now available to purchase on the ASX

We are delighted to announce that at 11am today the Montgomery Global Equities Fund (Managed Fund) (ASX:MOGL) has successfully launched on the ASX, under the ASX ticker: MOGL. The fund is open ended and we expect the number of units on issue to grow over time.

The portfolio will be managed to deliver capital growth, while providing investors with an attractive income stream. Investors in MOGL will receive (or reinvest) a targeted minimum annual distribution of 4.5 per cent, paid semi-annually. The first distribution will be 30 June 2018.

The investment strategy for MOGL will share the same strategy as the unlisted Montgomery Global Fund, which has beaten its benchmark index, and outperformed most of its peer group of Australian-based global funds on an annualised return basis. Since its inception on 1 July 2015 to 30 November 2017, the Montgomery Global Fund has returned 34.19 per cent after fees, outperforming its MSCI World Net Total Return Index benchmark in Australian dollar terms by 8.39 per cent.

You can now invest in MOGL by purchasing units on the ASX through a stockbroker or share trading account. There is no minimum number of units investors can buy. The purchase of units on-market is settled through the CHESS settlement service, and investors will not need to complete an application form.

MOGL is our first Exchange Traded Managed Fund. This is an exciting chapter for us. For the new investors in MOGL, we thank you very much for your support.

If you would like more information on MOGL please visit the website: www.montinvest.com/mogl


 The issuer of units in Montgomery Global Equities Fund (Managed Fund) is the Fund’s responsible entity Perpetual Trust Services Limited ACN 000 142 049 (AFSL 236648).  Copies of the PDS are available from Montgomery Global Investment Management (02) 8046 5000 or online at www.montinvest.com/mogl

Before making any decision to make or hold any investment in The Fund you should consider the PDS in full. The information provided does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided and consider seeking advice from a financial advisor if necessary.

You should not base an investment decision simply on past performance. Past performance is not an indicator of future performance. Returns are not guaranteed and so the value of an investment may rise or fall.

The Montgomery Global Equities Fund (ASX:MOGL) has successfully launched on the ASX, under the ASX ticker: MOGL. Click To Tweet

Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.

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. Well Andrew I expect you are relieved it all went well in the end, but I presume a great deal of work by you and your colleagues.

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