The extension strategy strives for maximised upside return and offers investors the full benefits of our best long and short ideas with a full net exposure to the market.
The Fund is designed for investors who want full 100% net exposure to global equity markets, while also leveraging the stock selection expertise of the Montaka investment team.
Daily liquidity allowing investors to enter or exit each Sydney business day.
Our Montaka Global 130/30 extension strategy strives for maximised upside return. This strategy offers investors the full benefits of our best long and short ideas with a full net exposure to the market.
Chief Investment Officer
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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.
An ASX-quoted managed fund, typically, the Fund seeks to hold 15 to 30 long positions and partially offsets these with 10 to 40 short positions, operating with 130% exposure to its long portfolio and 30% exposure to its short portfolio, resulting in a net market exposure of around 100%. Features a target distribution yield of 5% per annum.
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.
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.