Montgomery Alpha Plus Fund

ABOUT

The Montgomery Alpha Plus Fund (The Fund) purchases a portfolio of what we believe to be 15-35 high quality companies – those that score highest on the factors that create wealth and are expected to deliver above-average investment returns.

The Fund simultaneously sells short an equal-sized portfolio of 15-35 companies that we believe to be of inferior quality and prospects – those that score highest on the factors that destroy wealth and are expected to deliver below-average investment returns.

The combination of an equal-sized long and a short portfolio should reduce or remove exposure to the market’s direction, including large swings, which explains why such a fund is called a Market Neutral Fund.

The Montgomery Alpha Plus Fund is a market neutral fund investing in companies listed on the Australian and New Zealand exchanges and aims to generate positive returns while minimizing exposure to market direction.

Investment in The Fund is suited to individuals, families and their trusts and superannuation funds who may be less confident about the market’s direction and those who value the diversification benefits of returns that are largely uncorrelated with movements in the broader equity market. The minimum investment requirement is $50,000.

The price you receive

The Fund is forward priced, you will receive the price struck subsequent to the receipt of your application/redemption.

Fundhost Ltd (ABN 69 092 517 087, AFSL 233045) is the responsible entity of the Montgomery Alpha Plus Fund. The Investment Manager is Montgomery Investment Management Pty Ltd.