Montaka Global Fund

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.

Montgomery Alpha Plus Fund

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.

Montaka Global Access Fund

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.

Montgomery Global Fund

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.

Andrew Macken

Portfolio Manager

Roger Montgomery

Chairman and Chief Investment Officer

Scott Phillips

Head of Distribution
(02) 8046 5005

David Buckland

Chief Executive Officer
(02) 8046 5000

Tim Kelley

Head of Research

Ben MacNevin

Analyst

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