This website is owned by Montgomery Investment Management Pty Ltd ABN 73 139 161 701 AFSL 354 564 (MIM or Montgomery Investment Management).
The purpose of this website is to provide general information about MIM’s funds management services and does not purport to give financial advice. The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular investment offered by MIM.
You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if necessary.
Investing involves the risk of capital loss. Not all investments are appropriate for all people.
The Montaka Global Fund will be available to wholesale investors, and is by invitation only, and will not be available for distribution to the general public. Montgomery Investment Management Pty Ltd (ACN 139 161 701 AFSL: 354 564) (Montgomery Investment Management or MIM) is the trustee of the Montaka Global Fund. The Information Memorandum for the Montaka Global Fund is not anticipated to be available for investment until 1 July 2015. Wholesale investors should contact Montgomery Investment Management for further information in relation to this investment through this channel.
If you download or are sent an Information Memorandum by Montgomery Investment Management, by clicking, saving, downloading, opening it printing it you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about the Montaka Global Fund. The information contained on this website or in any email is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Montgomery Investment Management to any registration or other requirement within such jurisdiction or country.
In particular, the information contained on this website or in any email is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States. The Montaka Global Fund has not been registered in the United States under the Investment Company Act of 1940 and units in the Montaka Global Fund are not registered in the United States under the Securities Act of 1933.