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 | 8,934.30 | 45.10 | -0.50% |
| CAC 40 | 7,834.58 | 16.30 | 0.21% |
| DAX 40 | 24,217.50 | 78.43 | -0.32% |
| Dow JONES (US) | 44,901.92 | 208.01 | 0.47% |
| FTSE 100 | 9,120.31 | 18.06 | -0.20% |
| HKSE | 25,388.35 | 278.83 | -1.09% |
| NASDAQ | 21,108.32 | 50.36 | 0.24% |
| Nikkei 225 | 41,456.23 | 370.11 | -0.88% |
| NZX 50 Index | 12,853.46 | 48.33 | 0.38% |
| S&P 500 | 6,388.64 | 25.29 | 0.40% |
| S&P/ASX 200 | 8,666.90 | 42.50 | -0.49% |
| SSE Composite Index | 3,593.66 | 12.07 | -0.33% |