The Montgomery Fund

Investing in shares of Australian and New Zealand businesses with a minimum of $25,000 to invest.
 

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Montgomery [Private] Fund

A wholesale Australian equities fund with a $1,000,000 minimum initial investment. Entry is by invitation or referral only.

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Montgomery Global Fund

Investing in global growth and income opportunites with a minimum of $25,000 to invest.
 

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Montaka Global Fund

Montaka is an absolute return fund with a $1,000,000 minimum initial investment. Entry is by invitation or referral only.

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About Montgomery

Montgomery Investment Management is a boutique investment management firm with four domestic and international investment portfolios.

Investors benefit from the unique blend of insights, focus and temperament offered by a dedicated team of owners and analysts with eleven decades of investing, business and investment banking experience.

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