END OF FINANCIAL YEAR DISTRIBUTIONS

AS WE APPROACH THE FINANCIAL YEAR END, YOU CAN FIND AN INDICATIVE TIMETABLE FOR MONTGOMERY FUNDS BELOW.

STATEMENTS WILL BE MADE AVAILABLE THROUGH THE ONLINE DASHBOARD TO DOWNLOAD. EMAIL NOTIFICATIONS WILL BE SENT BY FUNDHOST WHEN THESE ARE AVAILABLE.

FIND THE TIMETABLE HERE

INTRODUCING PRIVATE CREDIT AND THE AURA HIGH YIELD SME FUND

ARE YOU SEEKING INCOME FROM YOUR INVESTMENT PORTFOLIO? WE HOSTED A WEBINAR WITH BRETT CRAIG, PORTFOLIO MANAGER OF THE AURA HIGH YIELD SME FUND WHERE HE INTRODUCED PRIVATE CREDIT AS AN EMERGING ASSET CLASS FOR INVESTORS SEEKING RELIABLE INCOME.

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Investor Insights & Media

July 4, 2022

Farewell fiscal 2022, hello fiscal 2023

By David Buckland

Many commentators point to the six months to June 2022 as being one of the worst June half-year periods for the performance of both the share market and the bond market for several decades. As many economies saw their inflation rate hit a 40-year high, there was an aggressive sell-off in bond markets around the world.
June 27, 2022

What if interest rates don’t go as high as the market is predicting?

By Andreas Lundberg

With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted.
June 24, 2022

Why it pays to invest when markets are heading south

By Roger Montgomery

Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy. ” Which is ironic, because bear markets give long-term investors a wonderful opportunity to make market-beating returns. And the lower the market falls, the more excited we should be about buying shares in quality businesses at knock-down prices.
June 7, 2022

Equity mates: when the market busts, load up

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss what is driving the sell off in share markets across the world. The enormous compression of price-to-earnings (P/E) ratios generally occurs when interest rises, why is this correlated and they discuss high quality companies for your watchlist.

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