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Showing 1 - 10 of 54 results for "Montgomery"

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
... 2021, when in fact this was not the case. The performance chart did not appear on Fundhost's website, but rather on Montgomery Investment Management's website as the investment manager for the fund. Fundhost paid the infringement notice on 13 ...

FICAP RockStar raises $110k for charity

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... AZ NGA, BT, Colonial First State, HUB24, Ironbark Asset Management, KPMG, Macquarie, Magellan, Maple-Brown Abbott, Montgomery, NMG Consulting, Pendal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. Financial Standard is proud to ...

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 ...

FICAP RockStar returns to The Beresford in 2025

MATTHEW WAI  |  THURSDAY, 14 AUG 2025
... AZ NGA, BT, Colonial First State, HUB24, Ironbark Asset Management, KPMG, Macquarie, Magellan, Maple-Brown Abbott, Montgomery, NMG Consulting, Pedal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. For sponsorship opportunities, please ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... Link Growth Fund now 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 ...

FICAP RockStar raises over $100k for charity partners

JAMIE WILLIAMSON  |  FRIDAY, 26 JUL 2024
... AZ NGA, BT, Colonial First State, HUB24, Ironbark Asset Management, KPMG, Macquarie, Magellan, Maple-Brown Abbott, Montgomery, NMG Consulting, Pedal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. This year saw performances by: Singer ...

FICAP to support Aussie icon in 2024

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
... AZ NGA, BT, Colonial First State, HUB24, Ironbark Asset Management, KPMG, Macquarie, Magellan, Maple-Brown Abbott, Montgomery, NMG Consulting, Pedal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. Financial Standard is the official ...

More than $100k raised at FICAP RockStar

STAFF WRITER  |  WEDNESDAY, 2 AUG 2023
... gold sponsors were Australian Unity, AZ NGA, BT, Colonial First State, EFEX, Global X ETFs, HUB24, KPMG, Magellan, Montgomery Investments, NMG Consulting, Pendal, PIMCO, Profusion Group, Schroders, SQM, and Vanguard. Financial Standard is the official ...

FICAP 2023: Countdown is on

CASSANDRA BALDINI  |  FRIDAY, 21 JUL 2023
... well as gold sponsors, Australian Unity, AZ NGA, BT, Colonial First State, EFEX, Global X ETFs, HUB24, KPMG, Magellan, Montgomery Investments, NMG Consulting, Pendal, PIMCO, Profusion Group, Schroders, SQM, and Vanguard. "Without them [the sponsors] ...
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