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 | 8,858.00 | 42.70 | 0.48% |
| CAC 40 | 7,808.17 | 21.12 | -0.27% |
| DAX 40 | 24,160.64 | 94.67 | -0.39% |
| Dow JONES (US) | 44,459.65 | 88.14 | 0.20% |
| FTSE 100 | 8,998.06 | 56.94 | 0.64% |
| HKSE | 24,243.39 | 40.07 | 0.17% |
| NASDAQ | 20,640.33 | 54.80 | 0.27% |
| Nikkei 225 | 39,492.16 | 32.54 | 0.08% |
| NZX 50 Index | 12,675.36 | 3.33 | -0.03% |
| S&P 500 | 6,268.56 | 8.81 | 0.14% |
| S&P/ASX 200 | 8,614.80 | 44.40 | 0.52% |
| SSE Composite Index | 3,486.88 | 32.77 | -0.93% |