Frequently Asked Questions

1. What is the Montgomery Global Equities Fund ASX Code?Collapsed
2. What is the objective for the Montgomery Global Equities Fund?Collapsed
3. What is the investment strategy of the Montgomery Global Equities Fund?Collapsed
4. What is an Exchange Traded Managed Fund?Collapsed
5. How liquid are units in the Montgomery Global Equities Fund?Collapsed
6. What are the fees for the Montgomery Global Equities Fund? Collapsed
7. How will the fees differ from the existing unlisted managed fund?Collapsed
8. Is there a minimum investment to buy units in the Montgomery Global Equities Fund?Collapsed
9. When are distributions paid?Collapsed
10. Does the Montgomery Global Equities Fund have a distribution reinvestment plan?Collapsed
11. What is an iNAV?Collapsed
12. Will the performance of MOGL differ from the existing unlisted fund?Collapsed
13. Who maintains the share register for the Montgomery Global Equities Fund?Collapsed
14. How do I change my distribution election?Collapsed
15. How do I get my annual tax statement?Collapsed
16. How can I sell my units?Collapsed
17. Can I switch from the unlisted Montgomery Global Fund into MOGL?Collapsed