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WHITEPAPERS
Inside the returns of The Montgomery Fund
David Buckland
May 2, 2016
The Montgomery Fund’s unique brand of value investing has produced after-fee returns superior to the market and it has also provided investors other benefits. As we extend the successful track record of the Fund we are able to offer meaningful observations about the Fund’s behaviour and demonstrate its characteristics, allowing investors, advisers and investment consultants to assess the merits and the role the Fund can play as an Australian equity investment.
by David Buckland Posted in Montgomery News and Updates, Whitepapers.
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MEDIA
Your Money Your Call
Roger Montgomery
April 29, 2016
In these highlights from Your Money Your Call, Roger Montgomery speaks with Mark Todd from the NAB.
by Roger Montgomery Posted in TV Appearances.
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Support the gift of education
Roger Montgomery
April 29, 2016
A change of pace; today we want to share with you a charity Montgomery is excited to be supporting. Continue…
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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MEDIA
Negative gearing
Roger Montgomery
April 26, 2016
In this interview with Ross Greenwood, Roger discusses the effects of removing any tax benefits such as negative gearing.
by Roger Montgomery Posted in Radio.
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MEDIA
Market rally
Roger Montgomery
April 19, 2016
In this interview with Ross Greenwood, Roger discusses the recent sentiment rally and strong Australian dollar.
by Roger Montgomery Posted in Radio.
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MEDIA
ABC The Business – McGrath Estate Agents
Roger Montgomery
April 18, 2016
In this interview with Ticky Fullerton, Roger discusses McGrath’s recent profit forecast downgrade.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Your Money Your Call
Roger Montgomery
April 13, 2016
In these highlights from Your Money Your Call, Tim Kelley discusses some low and high growth stocks.
by Roger Montgomery Posted in TV Appearances.
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Do people who open a SMSF actually get higher returns?
Scott Phillips
April 13, 2016
Recent figures from APRA show that there are over 565,000 self-managed super funds in operation as at December 2015 and that represent 29.1 per cent of all superannuation assets in Australia. There is no doubt that the growth of SMSFs has been phenomenal considering they are, at their essence, just a structure and are not product sold or promoted by a particular company, such as an iPhone or a pair of Nike shoes. Continue…
by Scott Phillips Posted in Insightful Insights.
TaggedSMSF, super- 9 Comments
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POSTED IN Insightful Insights.TaggedSMSF, super
