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 | 7,847.60 | 205.10 | -2.55% |
| CAC 40 | 7,453.69 | 145.29 | -1.91% |
| DAX 40 | 21,220.01 | 497.38 | -2.29% |
| Dow JONES (US) | 40,545.93 | 1,679.39 | -3.98% |
| FTSE 100 | 8,319.53 | 155.21 | -1.83% |
| HKSE | 22,849.81 | 352.72 | -1.52% |
| NASDAQ | 16,550.61 | 1,050.44 | -5.97% |
| Nikkei 225 | 33,780.58 | 955.35 | -2.75% |
| NZX 50 Index | 12,225.28 | 113.29 | -0.92% |
| S&P 500 | 5,396.52 | 274.45 | -4.84% |
| S&P/ASX 200 | 7,667.80 | 191.90 | -2.44% |
| SSE Composite Index | 3,342.01 | 8.12 | -0.24% |