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 | 8,823.70 | 4.00 | 0.05% |
| CAC 40 | 7,775.90 | 28.43 | -0.36% |
| DAX 40 | 23,948.90 | 38.66 | -0.16% |
| Dow JONES (US) | 42,865.77 | 1.10 | -0.00% |
| FTSE 100 | 8,864.35 | 11.27 | 0.13% |
| HKSE | 24,244.98 | 121.96 | -0.50% |
| NASDAQ | 19,615.88 | 99.11 | -0.50% |
| Nikkei 225 | 38,208.62 | 212.57 | -0.55% |
| NZX 50 Index | 12,584.99 | 20.94 | -0.17% |
| S&P 500 | 6,022.24 | 16.57 | -0.27% |
| S&P/ASX 200 | 8,594.10 | 2.00 | 0.02% |
| SSE Composite Index | 3,404.66 | 2.34 | 0.07% |