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 | 8,999.00 | 16.40 | -0.18% |
| CAC 40 | 7,771.97 | 89.99 | -1.14% |
| DAX 40 | 24,065.47 | 196.75 | -0.81% |
| Dow JONES (US) | 44,130.98 | 330.30 | -0.74% |
| FTSE 100 | 9,132.81 | 4.13 | -0.05% |
| HKSE | 24,773.33 | 403.60 | -1.60% |
| NASDAQ | 21,122.45 | 7.23 | -0.03% |
| Nikkei 225 | 41,069.82 | 415.12 | 1.02% |
| NZX 50 Index | 12,789.89 | 33.85 | -0.26% |
| S&P 500 | 6,339.39 | 23.51 | -0.37% |
| S&P/ASX 200 | 8,742.80 | 13.60 | -0.16% |
| SSE Composite Index | 3,573.21 | 42.51 | -1.18% |