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 | 8,399.80 | 30.50 | 0.36% |
| CAC 40 | 7,663.14 | 33.78 | -0.44% |
| DAX 40 | 23,230.66 | 18.99 | -0.08% |
| Dow JONES (US) | 40,829.00 | 389.83 | -0.95% |
| FTSE 100 | 8,575.75 | 21.67 | -0.25% |
| HKSE | 22,691.88 | 29.17 | 0.13% |
| NASDAQ | 17,689.66 | 154.58 | -0.87% |
| Nikkei 225 | 36,779.66 | 51.03 | -0.14% |
| NZX 50 Index | 12,496.89 | 75.80 | 0.61% |
| S&P 500 | 5,606.91 | 43.47 | -0.77% |
| S&P/ASX 200 | 8,178.30 | 26.90 | 0.33% |
| SSE Composite Index | 3,342.67 | 26.55 | 0.80% |