New Retail Fund Launch
Until now, Montgomery Investment management’s (“MIM”) unique intrinsic-value investing approach was only available to those with more than $1 million to invest. And since inception, The Montgomery [Private] Fund has provided those investors with significantly higher returns than the broad market indices.The new The Montgomery Fund is now open to individuals, families and trustees of self managed superannuation funds, comfortable investing less than $1 million.
The minimum investment amount for The Montgomery Fund is $25,000 and investors will receive regular reports that include the top stocks held by The Montgomery Fund.
Links to The Montgomery Fund’s Product Disclosure Statement, which includes the Application Form, the Information Booklet and a Welcome Letter, are available via email and you need to request them by visiting Montgomery Investment Management.
The next step is to carefully read the documents, seek advice where necessary and if you elect to proceed, complete and return the Application Form at your earliest convenience.
MIM looks forward to welcoming you as an investor and to working for you.
Montgomery Investment Management.
The issuer of units in the Fund is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS are available from Montgomery Investment Management (02) 9692 5700 or at www.montinvest.com.
An investment in the Fund will only be available through a valid application form attached to the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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.
Greg McLennan
:
Has there been a fund awaited with this much anticipation?
What size did you have in mind for the retail fund, Roger?
Ann Williams
:
Hi Roger
I think most of what JB sell is safe from overseas online buying.