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 May 31st 2013
|MPF||The Montgomery [Private] Fund||37.83%||-|
|XNJAI||ASX 200 Industrials Accumulation Index||7.46%||30.37%|
|XTOAI||ASX 100 Accumulation Index||17.27%||20.56%|
|XJOAI||ASX 200 Accumulation Index||14.85%||22.98%|
|XAOAI||All Ordinaries Accumulation Index||11.94%||25.89%|
|XKOAI||ASX 300 Accumulation Index||13.46%||24.37%|
|XTLAI||ASX 20 Accumulation Index||20.16%||17.67%|
|XMDAI||ASX Midcap 50 Accumulation Index||0.77%||37.06%|
|XSOAI||ASX Small Ordinaries Accumulation Index||-21.11%||58.94%|
Benchmarked returns are since inception (23 Dec, 2010) of the Montgomery Private Fund.