Aiming to deliver returns that are uncorrelated with equity markets
Reduces ‘market risk’ – that is, the risk that markets may rise or fall, independent of the merits of individual stocks
Seeks to preserve a significant level of capital across all market cycles. Capital and returns are not guaranteed.
The Montgomery Alpha Plus Fund is designed to have a low correlation with equity markets and should offer investors returns averaging 8-10% per annum over long time horizons. The combination of an equal-sized long and a short portfolio should reduce exposure to the market’s direction, including large swings.
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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.
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.
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.