Funds

Montgomery manages five value-oriented funds focused on ownership of high quality businesses and generating superior returns over the very long term.

The Montgomery Fund

Investing in shares of Australian and New Zealand businesses, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

Montgomery [Private] Fund

A wholesale Australian equities fund suitable for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment. Entry is by invitation or referral only.

Montgomery Alpha Plus Fund

A market neutral fund investing in companies listed on the Australian and New Zealand exchanges and seeking to deliver positive returns in both rising and falling markets with a minimum investment of $50,000.

Montgomery Global Fund

Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

Montaka Global Access Fund

The Montaka Global Access Fund offers investors, with a minimum initial investment of $50,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions through the Montaka Global Fund, a wholesale-only Australian unit trust.

Montaka Global Fund

Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions.