ROGER MONTGOMERY

How do we calculate total returns? And, how do Trusts calculate distributable income?

David Buckland

July 19, 2018
This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income?” Continue…

by David Buckland Posted in Investing Education, Montgomery News and Updates.

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Money News 17.07.2018

David Buckland

July 18, 2018
In this interview on Money News, David discusses the “confession season” ahead of the company profit announcements in August. What is influencing the points growth in the Australian market?

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Roger Montgomery's Team

July 18, 2018
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How we aim to minimise the risk of capital loss

David Buckland

July 17, 2018
Following the three-year anniversary of the Montgomery Global Fund and Montaka Global Fund we are pleased with the returns for investors. You may ask how we focus on minimising risk of loss of capital? In this week’s video insight David discusses how the global strategies achieve this.

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by David Buckland Posted in Video Insights.

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Why the RBA can’t stop a slide in property prices

Roger Montgomery

July 17, 2018
Is the property price boom finally over? It looks like it, going by the latest reports of falling auction clearance rates. In the past, the RBA has done its bit to try to stem a property price slide. But with global interest rates going up, and liquidity getting tighter, there may be little it can do this time.
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by Roger Montgomery Posted in Editor's Pick, Property.

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July 16, 2018
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Introducing Joseph Kim

Roger Montgomery

July 13, 2018
It is with great pleasure that we introduce you to the latest and exceptionally talented addition to the domestic research team at Montgomery Investment Management. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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