Montgomery Global Fund


Established in July 2015, the Montgomery Global Fund invests principally in companies listed on major global stock exchanges. The Fund seeks to generate capital growth, income and to outperform the MSCI World Net Total Return Index in Australian Dollars over the medium to long term, net of fees.

Capital preservation will be enhanced by the Fund’s ability to hold up to 30% of the portfolio in cash, and more in extreme circumstances.

Stock selection will focus on identifying high quality businesses with attractive prospects that can be acquired at discounts to intrinsic value. The Fund may suit investors seeking the benefits of a focused portfolio of extraordinary global businesses.

Investing in global growth and income opportunities, the Fund is open to individuals; families, companies and trustees as well as advisers, and self managed super funds, with a minimum initial investment of $25,000.

The price you receive

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