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
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,206.10 | 72.70 | 0.89% |
| CAC 40 | 7,724.32 | 97.19 | 1.27% |
| DAX 40 | 18,748.18 | 213.62 | 1.15% |
| Dow JONES (US) | 40,000.90 | 247.15 | 0.62% |
| FTSE 100 | 8,252.91 | 29.57 | 0.36% |
| HKSE | 18,293.38 | 461.05 | 2.59% |
| NASDAQ | 18,398.45 | 115.04 | 0.63% |
| Nikkei 225 | 41,190.68 | 1,033.34 | -2.45% |
| NZX 50 Index | 12,134.97 | 76.68 | 0.64% |
| S&P 500 | 5,615.35 | 30.81 | 0.55% |
| S&P/ASX 200 | 7,959.30 | 69.70 | 0.88% |
| SSE Composite Index | 2,971.29 | 0.91 | 0.03% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 3.03% |
| Core Lithium Ltd CXO | 0.11 | 0.01 | 10.00% |
| Red 5 Ltd RED | 0.43 | 0.01 | 1.19% |
| Imugene Ltd IMU | 0.06 | 0.01 | 9.26% |
| Telstra Group Ltd TLS | 3.82 | 0.00 | 0.00% |
| Droneshield Ltd DRO | 2.34 | 0.16 | 7.34% |
| Mirvac Group MGR | 2.01 | 0.08 | 4.15% |
| Latin Resources Ltd LRS | 0.17 | 0.00 | 0.00% |
| Melbana Energy Ltd MAY | 0.02 | 0.00 | -4.35% |
| Botanix Pharmaceuticals Ltd BOT | 0.38 | 0.06 | 16.92% |