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 | 9,303.20 | 118.70 | 1.29% |
| CAC 40 | 8,313.24 | 14.64 | -0.18% |
| DAX 40 | 24,856.15 | 131.70 | -0.53% |
| Dow JONES (US) | 50,121.40 | 66.74 | -0.13% |
| FTSE 100 | 10,479.60 | 125.76 | 1.21% |
| HKSE | 27,045.77 | 137.38 | -0.51% |
| NASDAQ | 23,066.47 | 36.01 | -0.16% |
| Nikkei 225 | 57,605.53 | 45.01 | -0.08% |
| NZX 50 Index | 13,493.01 | 46.64 | 0.35% |
| S&P 500 | 6,941.47 | 0.34 | -0.00% |
| S&P/ASX 200 | 9,062.10 | 146.10 | 1.64% |
| SSE Composite Index | 4,139.63 | 7.65 | 0.19% |