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Montgomery [Private] Fund

The Montgomery [Private] Fund is a concentrated portfolio of Australian and New Zealand securities adopting a disciplined, security-specific approach to quality and value.

Investee candidates must demonstrate superior performance and financial stability and display a margin of safety.

Market timing and prediction does not form part of the investment process.

Unwarranted enthusiasm and gloom is pervasive over time, in equal measure. The Montgomery [Private] Fund aims to take advantage of this characteristic of the market in its approach to both acquisitions and disposals.

An Application to Invest in The Montgomery [Private] Fund must be made by completing the form attached to the Information Memorandum.

Provision of the Information Memorandum to Eligible Investors will be considered upon request.

The Montgomery [Private] Fund comparative returns to April 30th 2013

   
Code Change Outperformance
MPF The Montgomery [Private] Fund 40.29% -
XNJAI ASX 200 Industrials Accumulation Index 12.22% 28.07%
XTOAI ASX 100 Accumulation Index 22.92% 17.37%
XJOAI ASX 200 Accumulation Index 20.26% 20.03%
XAOAI All Ordinaries Accumulation Index 17.07% 23.22%
XKOAI ASX 300 Accumulation Index 18.86% 21.43%
XTLAI ASX 20 Accumulation Index 27.12% 13.17%
XMDAI ASX Midcap 50 Accumulation Index 4.12% 36.17%
XSOAI ASX Small Ordinaries Accumulation Index -17.97% 58.26%

Benchmarked returns are since inception (23 Dec, 2010) of the Montgomery Private Fund.