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The long and the short of it; shares or property, or something else?


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. 


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Scott 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.

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.

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  1. 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?

  2. 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.

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