Invest in the Australian Eagle Equity Strategy (Long Only)
Invest in the Australian Eagle Trust
(Long Short Fund)
How to invest in the Australian Eagle Equity Strategy (Long Only)
Institutional investors:
The Australian Eagle Equity Strategy (Long Only) is also available for eligible institutional wholesale investors.
For more information, please contact:
Retail investors and advisers:
Investors and their advisers can access the Australian Eagle Equity Strategy (Long Only) portfolio through The Montgomery Fund (for retail investors) and
The Montgomery [Private] Fund (for wholesale investors).
For information on how to invest, please visit The Montgomery Fund and The Montgomery [Private] Fund on the Montgomery website.
To find out more, please contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer on
How to invest in the Australian Eagle Trust (Long Short Fund)
Institutional investors:
The Australian Eagle Trust (Long Short Fund) is available for eligible institutional wholesale investors.
For more information, please contact:
Retail investors:
The Australian Eagle Trust (Long Short Fund) is available to retail investors and advisers through our exclusive distribution partner, Montgomery Investment Management.
How to Invest
For instructions on how to invest, please visit the Montgomery website.
Important information: If you are interested in investing in the Australian Eagle Trust (Long Short Fund), you should carefully read the Target Market Determination (TMD) and the Product Disclosure Statement (PDS) to understand how the Fund works, the Fund’s investment objectives and risks of investing before applying to invest.
Online applications into the Australian Eagle Trust (Long Short Fund) can be made through the Olivia123 online portal.
To find out more, please contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer on
Applications can also be made through the Apex online portal.
Advisers, researchers and institutional contacts:
For further information on the Australian Eagle Trust (Long Short Fund), including platform availability please visit Montgomery’s website.
For more information, please contact:
How to invest in the Montgomery funds
Australian Eagle has a partnership with Montgomery Investment Management to manage their large cap equity portfolios including The Montgomery Fund (for retail investors) and The Montgomery [Private] Fund (for wholesale investors).
Investors:
For information on how to invest in the Montgomery Funds, please visit The Montgomery Fund and The Montgomery [Private] Fund.
To find out more, please visit the Montgomery website or contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer on
Advisers, researchers and institutional contacts:
For further information on investing in the Montgomery Funds, including platform availability and ratings, please visit Montgomery’s website or contact a member of the Montgomery Distribution Team.