The Montgomery Fund
FHT0030AU
The Montgomery Fund FHT0030AU Strategy
The Fund typically invests in a high conviction portfolio of 20 to 40 company names listed on the ASX and NZSX. Montgomery is a value investor dispassionately applying a highly disciplined and fact-based investment process, which focuses on investing in what Montgomery regards as extraordinary businesses trading at an attractive price, relative to estimated intrinsic value.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
The Montgomery Fund News & Analysis
funds
5 equity funds hoarding cash amid COVID-19
When Hamish Douglass is moving to cash you know something's up and he's not the only fund manager emitting warning signs.
stocks
Morningstar starts coverage of spray-on skin maker Avita Medical
Spray-on-skin maker Avita has had runaway success on the ASX. And it's not done yet, says Morningstar's Nicolette Quinn.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,182.50 | 24.00 | 0.26% |
| CAC 40 | 8,144.77 | 23.70 | 0.29% |
| DAX 40 | 24,222.40 | 264.10 | 1.10% |
| Dow JONES (US) | 47,562.87 | 40.75 | 0.09% |
| FTSE 100 | 9,732.66 | 15.41 | 0.16% |
| HKSE | 26,158.36 | 251.71 | 0.97% |
| NASDAQ | 23,724.96 | 143.81 | 0.61% |
| Nikkei 225 | 52,411.34 | 1,085.73 | 2.12% |
| NZX 50 Index | 13,556.30 | 7.98 | 0.06% |
| S&P 500 | 6,840.20 | 17.86 | 0.26% |
| S&P/ASX 200 | 8,894.80 | 36.20 | 0.41% |
| SSE Composite Index | 3,976.52 | 21.73 | 0.55% |