THE MONTOMGERY FUND YEAR IN REVIEW

FOR THE 2021 CALENDAR YEAR THE MONTGOMERY FUND RETURNED 25.15%, OUTPERFORMING ITS BENCHMARK BY 7.61% AND PAID A 4.15% DISTRIBUTION TO INVESTORS.

 IN THIS ARTICLE DEAN REVIEWS THE KEY DRIVERS OF THE MONTGOMERY FUND’S PERFORMANCE BY SECTOR AND COMPANIES.

LEARN MORE ABOUT THE FUND’S PERFORMANCE

WILL 2022 BE A VERY GOOD YEAR FOR INVESTORS?

FINANCIAL GOALS ARE A HOT TOPIC THIS TIME OF YEAR, AND INVESTING IS ONE OF THE BEST WAYS YOU CAN BUILD WEALTH.


EQUITIES ARE SET TO PERFORM WELL IN 2022, BUT INVESTORS WILL NEED TO BE SELECTIVE. READ ROGER MONTGOMERY’S VIEW ON NAVIGATING MARKETS IN THE YEAR AHEAD.

READ HERE

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Investor Insights & Media

January 13, 2022

Latest developments from Macquarie Telecom

By Gary Rollo

  In this video Gary Rollo joins Macquarie Telecom Group (ASX:MAQ) Chief Executive, David Tudehope at their data centre in Macquarie Park to discuss the site plans and the benefits and synergies of one single data centre campus as well as the latest developments from Macquarie Telecom.
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January 6, 2022

Farewell 2021, hello 2022

By David Buckland

Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a relatively lacklustre December 2021 half-year in terms of performance. Of the major markets the Hong Kong Hang Seng Index was down 18.
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January 5, 2022

Why I think 2022 will be a very good year for investors

By Roger Montgomery

A year ago, I wrote an article in The Australian which set out the factors I thought would make it a very good year for equities. So far, the local market has behaved as expected – despite all the turmoil in the world – with the All Ordinaries up 13.
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