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Montgomery global fund added to BT platforms

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By Reporter
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2 minute read

Montgomery Investment Management’s flagship global long-only fund has been added to the BT Wrap and BT Panorama platforms.

The fund, which was launched on 1 July 2015, adopts a high-conviction unconstrained approach to investing in global equities,

Montgomery's global fund has been awarded a 'recommended' rating by Zenith and an 'investment grade' rating by Lonsec.

The addition to BT Wrap and BT Panorama follows the fund's inclusion on Netwealth, Powerwrap and Ausmaq's platforms.

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Montgomery head of distribution Scott Phillips pointed to the fund's strong one and two-year performance, which saw it achieve first quartile performance in both periods.

"The global fund has been focused on delivering precisely what clients have asked for – solid out-performance over the market, with the ability to protect investors capital on the downside – and this approach is now finding great support among a growing number of financial advisers," Mr Phillip said.

"The team employs a stock specific investment approach which seeks to invest in high quality companies with attractive growth opportunities trading at a discount to Montgomery’s estimate of intrinsic value.

"Unlike its long-only peers who aim to be fully invested, the fund has the flexibility to allocate up to 30 per cent to cash."