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.