WHAT SETS MOGL APART?
What makes the Montgomery Global Equities Fund (Managed Fund) (ASX:MOGL) different to other options in the market? In this interview with nabtrade, I articulate Montgomery Global’s unique approach to investing and managing risks, and share some of the stock names the fund will look to invest in.
You can also participate in the MOGL offer through nabtrade. Watch the interview and find out more here.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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.
Marc
:
Hi Roger, will I be able to buy the shares through say BellDirect or ANZ ETRADE? Surely NabTrade isn’t the only broker that I can use to purchase them?
Roger Montgomery
:
Hi Marc, Nabtrade is a supporting broker pre asx-quotation so just need to think about it in the context of whether you want to buy before or after quotation on the ASX.
Tony C
:
I don’t get it
How can the fund list at $3.34 ?
What happens if we get a 50% correction in the US between now and the 14th
Unlikely yes but the fund will trade around the NAV and under my dooms day scenario that NAV will be worth a lot less
Can someone clarify please ?
Tony
Roger Montgomery
:
Hi Tony,
Not sure I understand the question. However, if the market falls under your scenario, say 50%, then it matters not what the starting price is. A 50% fall is a 50% fall, from any price. The starting price of $3.34 will be the NAV per unit. Watch this video: https://rogermontgomery.com/why-will-mogl-start-trading-at-3-34-per-unit/