Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11. 19 per cent in the three months to 31 August, resulting in an outperformance of 8.

Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. In addition to sharing a fondness for the early 1970s sitcom The Odd Couple, Christine outlines what I believe are indeed perilous beliefs.

Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that article at the end of this one.

This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations.

What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U. S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’.