The Montgomery 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 25 to 35 company names listed on the ASX. Montgomery Investment Management has appointed Australian Eagle Asset Management Pty Ltd to manage the Fund. Australian Eagle seeks to buy superior quality listed companies with a sensible risk buffer and hold those investments in the expectation that the longer-term advantages of these companies will lead to an increase in value. The process of identifying these companies is derived from the same fundamental bottom-up research process Australian Eagle has consistently applied since its founding in 2005.

The fund is open to investors, with a minimum of $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.

Important Notice 30-09-2023

This Fund is intended for applicants as a minor allocation (up to 25%) of their total investment portfolio as set out in the target market determination for the Fund.