NORTH PLATFORM ADDS THE MONTGOMERY FUND
Following up from news in December that the Montgomery Fund was added to the Macquarie Wrap, advisors and investors can now access the Montgomery Fund through the North Platform.
The Fund is also available on netwealth, BT Wrap, PowerWrap, OneVue and Asgard (Wrap, Mastertrust and Infinity products).
It’s a development that makes accessing The Montgomery Fund easier than ever before. If you’re a direct investor with a financial planner or advisor, talk to them about investing in The Montgomery Fund through North. If you’re a financial adviser and you would like to discuss The Montgomery Fund in more detail, please contact Scott Phillips on (02) 8046 5005, or email him at sphillips@montinvest.com.
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.
