Montgomery Small Companies
FHT3726AU
Montgomery Small Companies FHT3726AU Strategy
Montgomery Lucent's investment philosophy is guided by fundamental research and analysis. Small market capitalisation companies are relatively under-researched and when markets misprice securities, this creates investment opportunities. Montgomery Lucent is seeking to build a portfolio of 30 to 50 high quality, undervalued small and emerging companies with strong growth potential. We are searching for companies likely to benefit from secular trends, industry change and with substantial competitive advantages.
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
funds
Listed Investment Companies monthly performance: November 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,577.80 | 21.60 | -0.25% |
| CAC 40 | 7,490.28 | 37.86 | 0.51% |
| DAX 40 | 20,317.10 | 12.84 | -0.06% |
| Dow JONES (US) | 42,635.20 | 106.84 | 0.25% |
| FTSE 100 | 8,319.69 | 68.66 | 0.83% |
| HKSE | 19,240.89 | 38.95 | -0.20% |
| NASDAQ | 19,478.88 | 10.80 | -0.06% |
| Nikkei 225 | 39,605.09 | 375.97 | -0.94% |
| NZX 50 Index | 12,943.74 | 99.37 | -0.76% |
| S&P 500 | 5,918.25 | 9.22 | 0.16% |
| S&P/ASX 200 | 8,329.20 | 19.90 | -0.24% |
| SSE Composite Index | 3,211.39 | 18.77 | -0.58% |