The Montgomery Fund

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Thu 20 Nov 20141.37911.37221.3756Download History as CSV
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About The Fund

The Fund aims to outperform the S&P/ASX 300 Accumulation Index over a rolling 5 year period.

The Fund typically invests in a high conviction portfolio of 20 to 40 company names listed on the ASX and NZSX. Montgomery Investment Management manages the Fund. Montgomery Investment Management is a value investor dispassionately applying a highly disciplined and fact-based investment process, which focuses on investing in what they regard as extraordinary businesses trading at an attractive price, relative to estimated intrinsic value.

Notice of change of PDS content 18/11/13

Fundhost would like to advise investors that the address of the Montgomery Office, as disclosed in the PDS and Information book dated 1 August 2012 has changed.

In accordance with the terms of the PDS, non-material changes may be disclosed to investors by way of posting a notice of change on this web page.

The office of Montgomery Investment Management Pty Ltd has relocated to:

Suite 7.02, Level 7
45 Jones Street
Ultimo NSW 2007