COMPARATIVE RETURNS TO 31/03/16 (AFTER ALL FEES)
The Montgomery Fund is an open-ended unit trust with a minimum initial investment of $25,000.
Established in August 2012, The Montgomery Fund aims to achieve long term capital and income growth through investment in the shares of Australian and New Zealand businesses.
Using our robust and proprietary applications, the Montgomery Investment Management team attributes a daily rating to every listed company for Quality and Value. Only businesses demonstrating the brightest prospects - and available for purchase at what we regard as a discount to intrinsic value - will be considered for inclusion in The Montgomery Fund portfolio.
Unlike funds typically managed by much larger institutions, The Montgomery Fund is not forced to be fully invested at all times. A meaningful proportion of The Montgomery Fund's portfolio may be allocated to cash in order to safeguard its market value.
To join The Montgomery Fund, please click Apply Now to download the Product Disclosure Statement and Information Booklet. The Application Form is attached to the Product Disclosure Statement.
Would you prefer to talk it over? Call David Buckland on 02 8046 5000.
- Is the fund open to everyone?Yes - all individuals, families, trustees and advisers of self-managed super funds, with a minimum of $25,000 to invest are eligible to apply for The Montgomery Fund.
- How do I apply?Click the 'Apply Now' button to download the Product Disclosure Statement (PDS) and Application Form. You should consider the PDS before deciding to acquire the product.
- What if I need more information?If you are not ready to apply, simply download our information pack by clicking the 'Download More Info' button. When you fill out your details the pack will be sent to you by email.