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 | 8,052.70 | 80.40 | -0.99% |
| CAC 40 | 7,858.83 | 17.53 | -0.22% |
| DAX 40 | 22,390.84 | 149.14 | -0.66% |
| Dow JONES (US) | 42,225.32 | 235.36 | 0.56% |
| FTSE 100 | 8,608.48 | 26.32 | -0.30% |
| HKSE | 22,726.53 | 476.00 | -2.05% |
| NASDAQ | 17,601.05 | 151.16 | 0.87% |
| Nikkei 225 | 34,571.13 | 1,154.74 | -3.23% |
| NZX 50 Index | 12,338.57 | 18.38 | 0.15% |
| S&P 500 | 5,670.97 | 37.90 | 0.67% |
| S&P/ASX 200 | 7,859.70 | 74.80 | -0.94% |
| SSE Composite Index | 3,332.93 | 17.19 | -0.51% |