The Coming of Montgomery Global
Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark?
To find out more about our global portfolios, review the Montgomery Global Fund and Montaka Global Access Fund.
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.
Peter
:
Hi David,
Thanks for the video. I purchased units in the Montaka Global Access Fund at inception in 2015. I have been meaning to ask for sometime, why is there such a disparity between the performance of this fund and the underlying Montaka? I appreciate that their launch was a few months apart but there seems to be a significant difference.
Thanks,
Peter
David Buckland
:
Hi Peter, in the first four months of the Montaka Global Fund’s life (to 31/10/15) it turned $1.00 into around $1.15 and that is the difference. Since 1/11/15, the return of both the Montaka Global Fund (the wholesale offering) and the Montaka Global Access Fund (the retail offering, which feeds directly into the Montaka Global Fund) has been the same.