From October 2017 investors may invest in an ASX-Quoted Fund managed by Montgomery Global, simply by purchasing units on the ASX through a stockbroker or online share trading account. In addition to the liquidity and accessibility offered by an ASX listing, investors will benefit from knowing the indicative net-asset value unit price at the time of purchase. An initial offer will be open to investors with a minimum of $10,000.
Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions. Entry is by invitation or referral only.
A market neutral fund investing in companies listed on the Australian and New Zealand exchanges and seeking to deliver positive returns in both rising and falling markets with a minimum investment of $50,000.
The Montaka Global Access Fund offers investors, with a minimum initial investment of $50,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions through the Montaka Global Fund, a wholesale-only Australian unit trust.
Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.