Download Information for the Montaka Global Access Fund


Montaka Global Access Fund

Fund Established


November 2015

Number of Investors


603

Size of the Fund *As at 31/05/2019


$73.9m


Benefits

  • Provides affordable access to a sophisticated investment strategy, as this fund invests in the wholesale Montaka Global Fund, available to wholesale investors with more than $1 million to invest
  • Aiming for greater capital protection when share markets turn down through a reduced Net Market Exposure
  • Aiming for a low correlation to equity markets and most other asset classes
Montaka’s investment strategy provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses. The Fund operates with a significantly reduced net market exposure which should mitigate risk when share markets turn down.
Andrew Macken
Chief Investment Officer

Please complete the form below to receive information, including the latest investment report, on the Montaka Global Access Fund. To apply to invest – full documentation including the PDS – will arrive in your inbox shortly.

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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.
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

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
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 $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.