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 | 9,069.00 | 14.40 | -0.16% |
| CAC 40 | 8,103.58 | 0.27 | -0.00% |
| DAX 40 | 24,340.06 | 56.09 | 0.23% |
| Dow JONES (US) | 48,710.97 | 20.19 | -0.04% |
| FTSE 100 | 9,870.68 | 18.54 | -0.19% |
| HKSE | 25,818.93 | 44.79 | 0.17% |
| NASDAQ | 23,593.10 | 20.21 | -0.09% |
| Nikkei 225 | 50,750.39 | 342.60 | 0.68% |
| NZX 50 Index | 13,529.06 | 11.33 | 0.08% |
| S&P 500 | 6,929.94 | 2.11 | -0.03% |
| S&P/ASX 200 | 8,762.70 | 21.10 | -0.24% |
| SSE Composite Index | 3,940.95 | 20.97 | 0.53% |