Montgomery global fund added to BT platforms

By Reporter
 — 1 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.

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."



Montgomery global fund added to BT platforms
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