The Montgomery Global Equities Fund (Managed Fund) – an Exchange Traded Managed Fund – provide access to a portfolio of 15-30 extraordinary under-valued global companies with themes unavailable on the ASX and generally unavail
able through much larger global managed funds. Investors in the Fund will receive a targeted minimum annual distribution of 4.5%, paid semi-annually.
Along with its attractive distribution yield, MOGL also aims to generate long-term capital growth and outperform the MSCI World Net Total Return Index, in Australian dollars, over a rolling 5-year period, net of fees.
Investors can invest in the Fund by purchasing Units on the ASX through a stockbroker or share trading account.