The long and the short of it; shares or property, or something else?
We recently held a webinar for those people who had shown interest in the two alternative investment solutions that we offer here at Montgomery, being; the Montaka Global Access Fund and recently launched Montgomery Alpha Plus Fund.
Scott Phillips joined Montgomery Investment Management in 2013. Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
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William
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Thanks for this – very helpful.
With your $2.5b cap on domestic funds, what is your current domestic FUM? Could you also give an indication on the level of investment by Montgomery employees into the domestic funds?
Robert Warren
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Hi love reading Montgomery insights and articles what I would like to know is if I had 50000 invested in the alpha plus fund and mont global access fund could you give me a lower and upper amount these funds would produce over a 10-20-and 30 year time frame I know at Montgomery you do not like to speculate but this give me an idea of what might be achievable thanks for your time Robert.
Roger Montgomery
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That is impossible to say, save for believing the returns should be satisfactory