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 | 9,018.00 | 21.50 | -0.24% |
| CAC 40 | 8,233.92 | 3.51 | -0.04% |
| DAX 40 | 25,122.26 | 230.06 | 0.92% |
| Dow JONES (US) | 48,996.08 | 466.00 | -0.94% |
| FTSE 100 | 10,048.21 | 74.52 | -0.74% |
| HKSE | 26,458.95 | 251.50 | -0.94% |
| NASDAQ | 23,584.28 | 37.10 | 0.16% |
| Nikkei 225 | 51,961.98 | 556.10 | -1.06% |
| NZX 50 Index | 13,692.46 | 22.56 | -0.16% |
| S&P 500 | 6,920.93 | 23.89 | -0.34% |
| S&P/ASX 200 | 8,695.60 | 27.90 | -0.32% |
| SSE Composite Index | 4,085.77 | 2.10 | 0.05% |