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.
Funds News & Analysis
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,571.40 | 40.30 | -0.47% |
| CAC 40 | 7,814.39 | 96.10 | -1.21% |
| DAX 40 | 23,889.52 | 232.88 | -0.97% |
| Dow JONES (US) | 41,802.92 | 57.52 | -0.14% |
| FTSE 100 | 8,697.01 | 89.45 | -1.02% |
| HKSE | 23,544.31 | 283.47 | -1.19% |
| NASDAQ | 18,899.09 | 26.45 | 0.14% |
| Nikkei 225 | 36,985.87 | 313.11 | -0.84% |
| NZX 50 Index | 12,662.25 | 40.85 | -0.32% |
| S&P 500 | 5,836.51 | 8.10 | -0.14% |
| S&P/ASX 200 | 8,348.70 | 38.10 | -0.45% |
| SSE Composite Index | 3,380.19 | 7.39 | -0.22% |