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
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,633.10 | 66.10 | 0.77% |
CAC 40 | 7,213.32 | 14.87 | 0.21% |
DAX 40 | 19,146.17 | 141.39 | 0.74% |
Dow JONES (US) | 43,870.35 | 461.88 | 1.06% |
FTSE 100 | 8,149.27 | 64.20 | 0.79% |
HKSE | 19,254.78 | 346.33 | -1.77% |
NASDAQ | 18,972.42 | 6.28 | 0.03% |
Nikkei 225 | 38,315.08 | 288.91 | 0.76% |
NZX 50 Index | 13,041.90 | 276.66 | 2.17% |
S&P 500 | 5,948.71 | 31.60 | 0.53% |
S&P/ASX 200 | 8,393.80 | 70.80 | 0.85% |
SSE Composite Index | 3,301.47 | 68.93 | -2.05% |