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
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
---|---|---|---|
All Ordinaries | 8,076.70 | 11.20 | 0.14% |
CAC 40 | 8,131.41 | 55.73 | 0.69% |
DAX 40 | 18,498.38 | 68.33 | 0.37% |
Dow JONES (US) | 39,056.39 | 172.13 | 0.44% |
FTSE 100 | 8,354.05 | 40.38 | 0.49% |
HKSE | 18,313.86 | 165.51 | -0.90% |
NASDAQ | 16,302.76 | 29.80 | -0.18% |
Nikkei 225 | 38,202.37 | 632.73 | -1.63% |
NZX 50 Index | 11,753.64 | 29.25 | -0.25% |
S&P 500 | 5,187.67 | 0.03 | -0.00% |
S&P/ASX 200 | 7,804.50 | 11.20 | 0.14% |
SSE Composite Index | 3,128.48 | 19.26 | -0.61% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
---|---|---|---|
Imugene Ltd IMU | 0.07 | 0.00 | -5.33% |
Sayona Mining Ltd SYA | 0.04 | 0.00 | 0.00% |
Westpac Banking Corp WBC | 26.54 | 1.35 | -4.84% |
Cleanaway Waste Management Ltd CWY | 2.69 | 0.04 | -1.29% |
Strike Energy Ltd STX | 0.24 | 0.02 | 6.82% |
Botanix Pharmaceuticals Ltd BOT | 0.28 | 0.01 | -3.45% |
Mesoblast Ltd MSB | 1.09 | 0.04 | -3.54% |
Red 5 Ltd RED | 0.45 | 0.01 | -1.11% |
Carnarvon Energy Ltd CVN | 0.21 | 0.01 | 5.13% |
Pilbara Minerals Ltd PLS | 4.09 | 0.09 | -2.15% |