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 | 9,076.60 | 25.40 | -0.28% |
| CAC 40 | 7,743.00 | 33.68 | 0.44% |
| DAX 40 | 24,162.86 | 29.64 | -0.12% |
| Dow JONES (US) | 44,175.61 | 206.97 | 0.47% |
| FTSE 100 | 9,095.73 | 5.04 | -0.06% |
| HKSE | 24,858.82 | 222.81 | -0.89% |
| NASDAQ | 21,450.02 | 207.32 | 0.98% |
| Nikkei 225 | 41,820.48 | 761.33 | 1.85% |
| NZX 50 Index | 12,844.63 | 42.47 | -0.33% |
| S&P 500 | 6,389.45 | 49.45 | 0.78% |
| S&P/ASX 200 | 8,807.10 | 24.30 | -0.28% |
| SSE Composite Index | 3,635.13 | 4.54 | -0.12% |