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 | 9,208.50 | 9.00 | -0.10% |
| CAC 40 | 7,898.18 | 36.08 | -0.45% |
| DAX 40 | 24,142.95 | 244.98 | -1.00% |
| Dow JONES (US) | 45,534.48 | 533.10 | -1.16% |
| FTSE 100 | 9,423.51 | 19.36 | -0.21% |
| HKSE | 25,441.35 | 448.13 | -1.73% |
| NASDAQ | 22,278.76 | 415.85 | -1.83% |
| Nikkei 225 | 46,847.32 | 1,733.12 | -3.57% |
| NZX 50 Index | 13,276.99 | 74.93 | -0.56% |
| S&P 500 | 6,570.22 | 84.50 | -1.27% |
| S&P/ASX 200 | 8,899.40 | 10.30 | -0.12% |
| SSE Composite Index | 3,865.23 | 24.27 | -0.62% |