The Montgomery Fund
FHT0030AU
The Montgomery Fund FHT0030AU Strategy
The Fund typically invests in a high conviction portfolio of 20 to 40 company names listed on the ASX and NZSX. Montgomery is a value investor dispassionately applying a highly disciplined and fact-based investment process, which focuses on investing in what Montgomery regards as extraordinary businesses trading at an attractive price, relative to estimated intrinsic value.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,005.90 | 44.20 | 0.56% |
| CAC 40 | 7,329.97 | 5.43 | -0.07% |
| DAX 40 | 21,311.02 | 57.32 | 0.27% |
| Dow JONES (US) | 39,669.39 | 699.57 | -1.73% |
| FTSE 100 | 8,275.60 | 26.48 | 0.32% |
| HKSE | 21,334.26 | 277.28 | 1.32% |
| NASDAQ | 16,307.16 | 516.01 | -3.07% |
| Nikkei 225 | 34,208.55 | 288.15 | 0.85% |
| NZX 50 Index | 12,118.99 | 51.07 | 0.42% |
| S&P 500 | 5,275.70 | 120.93 | -2.24% |
| S&P/ASX 200 | 7,803.10 | 44.20 | 0.57% |
| SSE Composite Index | 3,275.22 | 0.79 | -0.02% |