Montgomery Global Equities Fund
This fund offers investors access to our Montgomery Global Long Only Equities strategy in an actively-managed exchange traded fund (ETF). The fund can be accessed via the ASX under the ticker MOGL.
The Montgomery Global Equities Fund (ASX: MOGL) is usually limited to stocks 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’s typical activity includes investing in 15-30 high conviction extraordinary businesses, well positioned in attractive industries, when they are undervalued; whilst also holding cash when appropriate. The strategy typically remains unhedged to foreign currency movements; though tactical currency hedging can be employed in extreme circumstances or around geopolitical events.
The Fund’s benchmark is the MSCI World Total Return Index in Australian dollar terms.