ABOUT

The Montgomery Small Companies Fund aims to outperform the S&P/ ASX Small Ordinaries Accumulation Index over a rolling five-year period, typically investing in a portfolio of 30 to 50 companies listed on the ASX (outside the top 100) and NZX. The Investment Manager seeks high quality, undervalued small and emerging companies with strong growth potential.

The fund is daily priced, with a minimum of AU$25,000 to invest.

The price you receive

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