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 | 8,770.60 | 25.40 | -0.29% |
| CAC 40 | 7,765.11 | 10.79 | -0.14% |
| DAX 40 | 23,771.45 | 177.45 | -0.74% |
| Dow JONES (US) | 42,967.62 | 101.85 | 0.24% |
| FTSE 100 | 8,884.92 | 20.57 | 0.23% |
| HKSE | 23,854.82 | 180.56 | -0.75% |
| NASDAQ | 19,662.48 | 46.61 | 0.24% |
| Nikkei 225 | 37,799.27 | 373.82 | -0.98% |
| NZX 50 Index | 12,552.87 | 96.23 | -0.76% |
| S&P 500 | 6,045.26 | 23.02 | 0.38% |
| S&P/ASX 200 | 8,547.40 | 17.70 | -0.21% |
| SSE Composite Index | 3,380.06 | 22.59 | -0.66% |