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 | 9,080.70 | 39.80 | -0.44% |
| CAC 40 | 7,749.39 | 14.55 | 0.19% |
| DAX 40 | 23,718.45 | 88.68 | -0.37% |
| Dow JONES (US) | 45,756.97 | 242.02 | 0.53% |
| FTSE 100 | 9,242.53 | 21.09 | 0.23% |
| HKSE | 25,938.13 | 304.22 | 1.19% |
| NASDAQ | 21,819.39 | 20.69 | 0.09% |
| Nikkei 225 | 43,459.29 | 184.52 | -0.42% |
| NZX 50 Index | 13,253.73 | 27.41 | -0.21% |
| S&P 500 | 6,507.00 | 11.85 | 0.18% |
| S&P/ASX 200 | 8,803.50 | 37.40 | -0.42% |
| SSE Composite Index | 3,807.29 | 19.55 | -0.51% |