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 | 8,570.90 | 30.80 | -0.36% |
| CAC 40 | 8,154.51 | 31.93 | 0.39% |
| DAX 40 | 22,287.56 | 27.09 | -0.12% |
| Dow JONES (US) | 43,428.02 | 748.63 | -1.69% |
| FTSE 100 | 8,659.37 | 3.60 | -0.04% |
| HKSE | 23,477.92 | 900.94 | 3.99% |
| NASDAQ | 19,524.01 | 438.36 | -2.20% |
| Nikkei 225 | 38,776.94 | 98.90 | 0.26% |
| NZX 50 Index | 12,752.58 | 127.78 | -0.99% |
| S&P 500 | 6,013.13 | 104.39 | -1.71% |
| S&P/ASX 200 | 8,296.20 | 26.60 | -0.32% |
| SSE Composite Index | 3,379.11 | 28.33 | 0.85% |