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Showing 1 - 10 of 23 results for "Montgomery Investment Management"

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance. Polen Capital first entered the local wholesale market in 2021 through a partnership ...

ASIC fines Fundhost for misleading fund performance

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
Fundhost has paid $19,800 to comply with an infringement notice issued by ASIC for making false or misleading representations about the performance of the Polen Capital Global Growth Fund. Fundhost is the responsible entity of the Polen Capital Global ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
Montgomery Investment Management is partnering with Digital Asset Funds Management (DAFM) to distribute the latter's fund to wholesale investors. DAFM is a Sydney-based investment boutique and runs the Digital Income Fund. The strategy offers two investment ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... comprises: 1851 Capital - 1851 Emerging Companies Fund Australian Eagle Asset Management (via Montgomery Investment Management) - Australian Eagle Equities Fund Auscap Asset Management - Auscap Ex-20 Australian Equities Fund (Ex-20 Fund) Chester Asset ...

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 ...
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