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Showing 1 - 10 of 19 results for "Montgomery Investment Management"

Aura Group launches term deposit fund

CHLOE WALKER  |  FRIDAY, 9 SEP 2022
... in line with our target." The announcement comes just a day after Aura Group and Sydney-based Montgomery Investment Management launched a new income fund, the second to come out of its partnership.

Montgomery, Aura Group launch new income fund

CHLOE WALKER  |  THURSDAY, 8 SEP 2022
Montgomery Investment Management unveiled the second fund to come out of its partnership with Aura Group, the Aura Core Income Fund. The fund is an open-ended, Australian-registered managed investment scheme with a minimum investment of $25,000, offering ...

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
The team at Australian Eagle Asset Management will join Montgomery Investment Management as part of a new partnership next month. The six-person team, led by chief investment officer Sean Sequeira and senior portfolio manager Alan Kwan, will join under ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Montgomery Investment Management will now distribute the Aura High Yield SME Fund on behalf of Aura Funds Management. The fund, which will be offered to wholesale investors, is a diversified portfolio of SME loans, 36% of which are in the agricultural ...

Montgomery adds to global strategy

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Montgomery Investment Management is adding another fund from US-based Polen Capital to its Australian and New Zealand offering. The Polen Capital Global Small and Mid Cap Fund will be available to investors on October 21 following the partnership between ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... Demasi's Montaka Global Investments was established in 2015, with Roger Montgomery's Montgomery Investment Management as a minority shareholder and distribution partner. Montaka, which now has $400 million in total fund assets and three distribution ...

Montgomery launches two global strategies

KARREN VERGARA  |  THURSDAY, 4 MAR 2021
Montgomery Investment Management is joining forces with a boutique fund manager to offer two global growth strategies to Australian investors. Montgomery will launch two of Polen Capital's growth strategies for local clients. Polen Capital Global ...

Funds management excellence to be recognised

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2019
... UBS Global Asset Management International Equities - Alternative Strategies Antipodes Partners Montgomery Investment Management Platinum Asset Management International Equities - Global Macquarie Asset Management/Arrowstreet Capital Macquarie Asset Management/ ...

Montgomery to launch small company fund

HARRISON WORLEY  |  WEDNESDAY, 21 AUG 2019
Montgomery Investment Management will launch a small companies fund in a joint venture with fund managers Gary Rollo and Dominic Rose. The Montgomery Small Companies fund will launch on September 20 after Montgomery struck a joint venture deal that ...

Montgomery bolsters distribution

HARRISON WORLEY  |  TUESDAY, 18 JUN 2019
Montgomery Investment Management has boosted its distribution capabilities with a new hire. Montgomery appointed former Perpetual business development manager Michael Gollagher to support the growth of its adviser and dealer group relationships in Queensland. ...
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