The Montgomery Fund: now Lonsec-rated
It’s been another big week for The Montgomery Fund. In addition to welcoming Andy Macken to the team from New York (see his initial impressions of the Australian stock market, here), we also learned that at just 18 months old, The Montgomery Fund has attracted an Investment Grade rating from respected research house, Lonsec.
As time passes and more years accumulate under The Fund’s belt, we have every confidence industry researchers and their clients will be pleased they made the decision to conduct due diligence and support our efforts to offer a unique portfolio of truly A1 businesses, as well as a story that advisers can understand and educate clients on. If you’re a financial adviser and you would like to discuss The Montgomery Fund in more detail, please contact Scott Phillips on (02) 8046 5005, or email him at sphillips@montinvest.com.
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.
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.
Kaarel P
:
G’day,
Any update on investing via my super fund?
Thanks.
Roger Montgomery
:
Hi Kaarel,
In order to invest your employee super in The Montaka Global Access Fund or The Montgomery Global Fund they need to be offered on a platform like Netwealth, which you can roll your super onto. This is a process that takes a little time. Our CEO David Buckland and Head of Distribution Scott Phillips are working tirelessly to be able to offer those options.
I hope that helps. We have your email address and provided you are happy to be notified, we will let you know when the global funds are available too.
Simon Johns
:
Hi
If i wanted to invest in the fund via my super fund but i don’t have a self managed super is there anyway i can invest in the fund?
Kind regards
Simon
Roger Montgomery
:
There will be soon. We are working on what we think will be just a little bit revolutionary. Stay tuned.