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 | 8,890.80 | 74.40 | 0.84% |
| CAC 40 | 7,822.00 | 99.91 | 1.29% |
| DAX 40 | 24,370.93 | 361.55 | 1.51% |
| Dow JONES (US) | 44,523.25 | 268.47 | 0.61% |
| FTSE 100 | 8,972.64 | 46.09 | 0.52% |
| HKSE | 24,498.95 | 18.81 | -0.08% |
| NASDAQ | 20,897.40 | 166.91 | 0.81% |
| Nikkei 225 | 39,901.19 | 237.79 | 0.60% |
| NZX 50 Index | 12,905.41 | 150.82 | 1.18% |
| S&P 500 | 6,299.27 | 35.57 | 0.57% |
| S&P/ASX 200 | 8,639.00 | 77.20 | 0.90% |
| SSE Composite Index | 3,516.83 | 13.05 | 0.37% |