FAQS

Frequently Asked Questions

  • 1. What are the costs of using netwealth?

    netwealth offers a clear and simple pricing structure with no hidden costs. netwealth charges an administration fee, determined by the total balance of your superannuation. Transaction fees may apply when buying and selling investments, such as The Montgomery Fund. For more information please see the ‘Fees and other costs’ section of the Super Accelerator PDS.

  • 2. Can I invest my entire super balance into Montgomery funds?

    Yes. As long as you open a netwealth Super Accelerator Plus account and satisfy netwealth’s minimum cash requirement you can allocate your balance to Montgomery funds* (netwealth requires that a minimum of 1% or $500 be retained in cash in your account, up to a maximum of $5,000).

  • 3. Can I use netwealth for super contributions from my employer?

    Yes. netwealth's Super Accelerator Plus can receive contributions from your employer where you have elected choice.

  • 4. Can I change my investments at any time?

    Yes, you can alter your investment portfolio at any time. This can be done online.

  • 5. Can I transfer my existing life, TPD (total and permanent disability) and/or income protection insurance cover from my existing Superannuation fund to netwealth?

    In the same way you are able to consolidate your super, you may be eligible to apply to transfer your existing life insurance cover to netwealth. Any transfer request will be subject to assessment by the underwriter. You can instruct netwealth to wait until you have been notified that the insurer has approved your insurance transfer request before proceeding with your rollover request.


*The purpose of this page is to provide general information about our funds management services and does not purport to give financial advice. The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if necessary. Investing involves the risk of capital loss. Not all investments are appropriate for all people.

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
Learn More

Montgomery Small Companies Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

Our Private Office

For the best vehicles and strategies from $1M

ENTER
Close

Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted from $1million

Montaka Global 130/30 Fund

Global
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.