New global equities fund targets 4.5% distribution

Roger Montgomery

Montgomery Investment Management

Montgomery Global’s investment team is launching a new Exchange Traded Managed Fund that will be quoted on the ASX next month. Montgomery Global Equities Fund (ASX: MOGL) will share the investment strategy of the successful Montgomery Global Fund, which delivered an after fees return of 30.38% since inception, beating its MSCI World Net Total Return Index benchmark in Australian dollar terms which delivered 21.91% over the same period.



MOGL looks to provide long-term capital growth and a consistent distribution targeted at 4.5% p.a. This unique offering provides true diversification, with few common holdings shared with other global fund managers. A smaller minimum investment and reduced paperwork will make this Montgomery product more accessible than ever before. If you’re interested in accessing undervalued global companies and a manager with a proven track record, download the Product Disclosure Statement today. Applications are expected to close 14 December 2017.  

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Chief Investment Officer
Montgomery Investment Management

Roger Montgomery founded Montgomery Investment Management, www.montinvest.com in 2010. Roger brings more than two decades of investment, financial market experience and knowledge. Roger also authored the best-selling investment book, Value.able.

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