Performance to 30 April 2013
The Montgomery [Private] Fund and The Montgomery Fund – performance to 30 April 2013.
The Montgomery [Private] Fund
Designed for wholesale investors, The Montgomery [Private] Fund was launched on the 23 December 2010. In the 28 months to 30 April 2013, The Montgomery [Private] Fund recorded a 40.29 per cent return, outperforming its benchmark, the S&P/ ASX 200 Industrials Accumulation Index, by 28.07 per cent.
The Montgomery Fund
Designed for retail investors with a minimum initial investment of $25,000, The Montgomery Fund was launched on 17 August 2012. Investors can view the daily unit price here. In the 8.5 months to 30 April 2013, The Montgomery Fund recorded a 28.89 per cent return, outperforming its benchmark, the S&P/ ASX 300 Accumulation Index, by 6.43 per cent
To invest in The Montgomery [Private] Fund or The Montgomery Fund, click here.
Chief Executive Officer of Montgomery Investment Management, David Buckland has over 30 years of industry experience. David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.
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.
David Swift
:
How do the Montgomery Fund and the Private Fund performances compare over the period since the latter was launched?
Roger Montgomery
:
Have you been able to access that information online? http://www.montinvest.com
David Sanderson
:
Congratulations on a contining superior performance.