Montgomery Global Fund

What is your view on the Montgomery Global Fund?

A: It is a new, unlisted fund. Although Roger and his team have had considerable success in Australia, this is their first offshore fund.

15 to 30 securities sounds to me that the performance of this fund (relative to its benchmark) is going to be quite volatile.

Fees at 1.29% plus performance fees are a little on the high side.

If you are looking to invest offshore, I would also consider the ASX quoted Magellan Global Equities Fund.


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