A unique, focused approach.

Entirely dedicated to outcomes for our investors, the office of Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies.

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long‐term relationships.

Montgomery is owned by its staff who are also investors in the funds.

Play

ROGER MONTGOMERY Chairman and Chief Investment Officer

Play

Domestic Funds >

The Montgomery Fund

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

Montgomery [Private] Fund

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

Global Funds >

Montgomery Global Fund

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

Montaka Global Access Fund

The Montaka Global Access Fund invests in the wholesale-only Montaka Global Fund. Minimum initial investment of $50,000.

Montaka Global Fund

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

Most Recent Unit Price

This is a forward pricing fund, the price you receive is based on close of market prices.

The Montgomery Fund
Buy 1.368
Redeem 1.3611
Mid 1.3646
Montgomery [Private] Fund
Buy 1.3707
Redeem 1.3639
Mid 1.3673
Montgomery Global Fund
Buy 0.9612
Redeem 0.9564
Mid 0.9588
Montaka Global Access Fund
Buy 1.0086
Redeem 1.0086
Mid 1.0086