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 | 8,346.90 | 5.90 | 0.07% |
| CAC 40 | 7,593.87 | 38.00 | 0.50% |
| DAX 40 | 22,496.98 | 71.15 | 0.32% |
| Dow JONES (US) | 40,669.36 | 141.74 | 0.35% |
| FTSE 100 | 8,494.85 | 31.39 | 0.37% |
| HKSE | 22,119.41 | 111.30 | 0.51% |
| NASDAQ | 17,446.34 | 14.98 | -0.09% |
| Nikkei 225 | 36,304.72 | 259.34 | 0.72% |
| NZX 50 Index | 12,061.37 | 158.06 | 1.33% |
| S&P 500 | 5,569.06 | 8.23 | 0.15% |
| S&P/ASX 200 | 8,126.80 | 0.60 | 0.01% |
| SSE Composite Index | 3,279.03 | 7.62 | -0.23% |