COMPARATIVE RETURNS TO 31/12/16 (AFTER ALL FEES)*
The Montgomery [Private] Fund is a wholesale investment fund for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment.
Founded in December 2010, the Montgomery [Private] Fund employs a disciplined approach to identifying and acquiring quality and value.
The Montgomery [Private] Fund retains the flexibility to hold a meaningful proportion of cash when a sufficient quantity of qualifying investments is unavailable or the risk of capital impairment is heightened.
Neither market timing nor prediction forms part of the investment process.
Investments in the Montgomery [Private] are by invitation only. To register your interest, please click the Register button.
Would you prefer to talk it over? Call David Buckland on 02 8046 5000.