The Montgomery Fund
The first objective of The Montgomery Fund is the preservation of investors' capital.
The Fund consistently applies a disciplined, fundamentally based and robust approach to portfolio construction and the selection of Australian and New Zealand listed companies.
Each business in The Fund's portfolio is purchased at a discount to their estimated intrinsic value, and must be regarded by Montgomery as 'extraordinary' in terms of performance, prospects and financial stability.
Unlike funds typically managed by much larger institutions, a meaningful proportion of The Fund's portfolio may be allocated to cash in order to preserve and protect its market value.
To join The Montgomery Fund, you are invited to complete the Application Form attached to the Product Disclosure Statement and accompanied by the Information Booklet.
The Montgomery Fund comparative returns to April 30th 2013
| S&P/ASX 300 | Out/Under | ||
|---|---|---|---|
| The Montgomery Fund | Accum. Index | Performance | |
| Since inception# | 28.86% | 22.46% | 6.40% |
#17 August 2012