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Montgomery funds rated by Zenith

Montgomery funds rated by Zenith

The Financial Standard published an article with the recent news that Zenith has upgraded the global funds. Read here.

Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.


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This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564) and may contain general financial advice 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 advice from a financial advisor if necessary.


  1. With reference to the latest white paper and this video, I am reminded of an article I read twenty years ago in which the author (Athol Econamou, an observer of life possessing dry wit) was commenting on give aways in the retail sector said,” Give aways are a sign that the retailer has lost faith in their product and are attempting to clear their shelves as quickly as they can”. This is very common in the ag chemical sector and most often is the last promotion before the discontinuation of the line until it is rebirthed in new packaging a few years latter as memories dull. I see some parallels.

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