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 | 9,108.60 | 16.20 | 0.18% |
| CAC 40 | 8,062.58 | 49.44 | -0.61% |
| DAX 40 | 24,703.12 | 255.94 | -1.03% |
| Dow JONES (US) | 48,488.59 | 870.74 | -1.76% |
| FTSE 100 | 10,126.78 | 68.57 | -0.67% |
| HKSE | 26,482.59 | 4.92 | -0.02% |
| NASDAQ | 22,954.32 | 561.07 | -2.39% |
| Nikkei 225 | 52,715.81 | 275.29 | -0.52% |
| NZX 50 Index | 13,417.17 | 156.76 | -1.15% |
| S&P 500 | 6,796.86 | 143.15 | -2.06% |
| S&P/ASX 200 | 8,782.90 | 14.00 | 0.16% |
| SSE Composite Index | 4,127.51 | 13.87 | 0.34% |