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Showing 11 - 20 of 54 results for "Montgomery"

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
At the Financial Standard Technical Services Forum, Betashares associate director Gavin Montgomery explored the unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The ...

Aura Group launches term deposit fund

CHLOE WALKER  |  FRIDAY, 9 SEP 2022
... liquidity and a net return 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 ...

FICAP raises over $120k for charity

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... Services Pty Limited, Franklin Templeton Investments, GSFM, Hub24, Ironbark, Janus Henderson, KPMG, Macquarie, Magellan, Montgomery Investments, Morningstar, NMG Consulting, Pendal, Profusion Group, Schroders, Spire Capital, and SQM Research. Financial ...

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 ...

Salaries soar but uncertainty remains: Recruiter

CHLOE WALKER  |  THURSDAY, 14 APR 2022
... demand rose 7% in March despite the market's star performer, information technology, reporting a flat result. Grant Montgomery, E.L Consult managing director said: "Headlines have now moved from being dominated by the war in the Ukraine to the Australian ...

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 ...

Chief economist update: The Fed and Australia

BENJAMIN ONG  |  TUESDAY, 4 MAY 2021
... remain." But Bob Kaplan begged to disagree (and he knows what he's talking about). In a virtual conference with the Montgomery Area Chamber of Commerce, Kaplan cautioned that "we are now at a point where I'm observing excesses and imbalances ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... Andrew Macken and Chris 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 ...