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 | 9,095.20 | 28.80 | 0.32% |
| CAC 40 | 7,805.46 | 56.07 | 0.72% |
| DAX 40 | 23,758.44 | 39.99 | 0.17% |
| Dow JONES (US) | 45,711.34 | 196.39 | 0.43% |
| FTSE 100 | 9,260.82 | 18.29 | 0.20% |
| HKSE | 26,200.26 | 262.13 | 1.01% |
| NASDAQ | 21,879.49 | 80.79 | 0.37% |
| Nikkei 225 | 43,837.67 | 378.38 | 0.87% |
| NZX 50 Index | 13,276.24 | 22.51 | 0.17% |
| S&P 500 | 6,512.61 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,830.40 | 40.00 | 0.46% |
| SSE Composite Index | 3,812.22 | 4.93 | 0.13% |