May, 2016

I am personally delighted to announce that Montgomery Investment Management has been awarded the prestigious Emerging Fund Manager of the Year title at the 2016 Money Management and Lonsec Fund Manager of the Year Awards.

The winners of the 29th Fund Manager of the Year Awards were announced in May at a gala dinner at Sydney’s Four Seasons, attended by more than 350 of the industry’s leading participants.

The team responsible for the award includes Scott Shuttleworth, Ben MacNevin and Stuart Jackson and is lead by Portfolio Manager and Head of Research Tim Kelley.

As Chief Investment Officer and founder, I am delighted Montgomery has been recognised for delivering that which is important to investors – protection and growth.  On behalf of the dedicated and committed individuals who contribute so much of their personal time to the firm I am grateful that this award will recognise their efforts.

The Montgomery Fund, has returned 74.24 per cent to investors since inception, outperforming the S&P/ASX 300 Accumulation Index by 32.59 per cent over the same period.  Importantly it has achieved this result with approximately 20 per cent of the portfolio held in the safety of cash.

The Fund is available to retail investors directly through the Montgomery website or through a variety of platforms. The minimum direct investment is A$25,000.

The results of the awards are based on Lonsec’s research methodology, which assesses their conviction of the manager’s investment philosophy and process; stability of the investment team; risk management; and finally weighting was given to funds that had delivered excess returns in calendar year 2015. 

You can read the press article on Money Management's website.

Thank you to everyone at Montgomery who have collectively delivered on their individual promise to put our clients first.
Roger Montgomery