release_schedule: NO COMMENTARY
fund_features:
Montgomery Global Fund will typically invest with high conviction in a portfolio of 15 to 30 businesses listed on major global stock exchanges with a focus on North America, Western Europe, the United Kingdom, Japan, Hong Kong, Singapore and Australia. The Fund has the flexibility to hold 30% of the portfolio in the safety of cash and sometimes more in anticipation of extreme market disruption.
- Provides access to quality global companies, including smaller companies that might be difficult to buy into.
- Can hold 30% of its portfolio in cash as a margin of safety.
- The potential to generate capital growth over the medium to long term as well as income from its investment in globally listed stocks.
- Aims to outperform the MSCI World Net Total Return Index in Australian dollars over a rolling 5-year period, net of fees.
manager_contact_details: Array
asset_class: Foreign Equity
asset_category: Large Blend - Specialised
peer_benchmark: Foreign Equity - Large Specialised Index
broad_market_index: Developed -World Index
structure: Managed Fund