InvestmentMarkets Investor Webinar March 2024

The Montgomery Fund is focused on providing long-term capital growth for investors by investing in a concentrated portfolio of 25 to 35 high quality Australian companies listed on the Australian Securities Exchange (ASX). Alan Kwan is the Senior Portfolio Manager at Australian Eagle Asset Management. He is the principal analyst for many of their portfolio stocks, particularly medium-cap companies. Their team also manage the Australian large-cap portfolios for Montgomery Investment Management including The Montgomery Fund.

STATUTORY STATEMENT

The issuer of The Montgomery Fund is Fundhost Ltd, ABN 69 092 517 087, AFSL 233045. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at http://www.montinvest.com/. Prospective investors should consider the PDS before deciding to acquire the product.

Disclaimer

  • • The presentations made during this seminar are for informational and promotional purposes only.
  • • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
  • • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
  • • All securities and financial products involve risks.
  • • Past performance of any product is not a reliable indication of future performance.
  • • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
  • • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
  • • These presentations were made as at 19-21 March, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.