MOGL PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
Menu
The Montaka MOGL Fund is an actively-managed portfolio that invests in a concentrated portfolio of global equities. The fund typically selects between 15-30 global equities and aims to pay a distribution of at least 4.5% per year.
MOGL invests in a concentrated portfolio of high-quality global securities based on Montaka’s actively-managed approach. The fund aims to outperform the MSCI World Net Total Return Index (AUD) over a rolling 5-year period. This ETF could be a solution for investors looking for actively-managed exposure to the global equities market.
MOGL could be used by investors looking for a concentrated portfolio of global companies, as selected and managed by the investment team at Montaka. According to Montaka, they look for high-quality businesses that are trading at attractive valuations.
To invest in any ASX ETF, you need to use create your own broker account and choose from over 400 ETFs.
But why bother do that when you can get everything done for you – for a simple, low, fee?
We manage ETF portfolios on behalf of 250+ Australian investors, with over $20 million invested.
Simple. Low cost. Transparent. Professional.
It’s called Rask Invest.
Click the button to discover the ETFs we own, and how it works.
*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.
The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
“Rask Invest” is considered a financial product and has a Product Disclosure Statement (PDS) and Target Market Determination (TMD), issued by InvestSMART. These documents can be accessed on the Rask Invest website. Please seek professional advice before making any investment decision with respect to Rask Invest.
© Rask Australia 2024
