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.
Funds News & Analysis
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,234.60 | 59.50 | 0.73% |
| CAC 40 | 7,536.26 | 33.48 | 0.45% |
| DAX 40 | 22,242.45 | 177.94 | 0.81% |
| Dow JONES (US) | 40,113.50 | 20.10 | 0.05% |
| FTSE 100 | 8,415.25 | 7.81 | 0.09% |
| HKSE | 21,997.08 | 16.34 | 0.07% |
| NASDAQ | 17,382.94 | 216.90 | 1.26% |
| Nikkei 225 | 35,843.62 | 137.88 | 0.39% |
| NZX 50 Index | 12,097.69 | 79.85 | 0.66% |
| S&P 500 | 5,525.21 | 40.44 | 0.74% |
| S&P/ASX 200 | 8,028.90 | 60.70 | 0.76% |
| SSE Composite Index | 3,294.02 | 1.04 | -0.03% |