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
| Code | Change | Outperformance | |
|---|---|---|---|
| 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.