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.
To view the unit price for The Montgomery Fund, please click here.
The Montgomery Fund comparative returns to November 30th 2013
|The Montgomery Fund||Accum. Index||Performance|
#17 August 2012
Future investment performance can vary from past performance. You should not base an investment decision simply on past performance. Past performance is not an indicator of future performance. The investment returns of the Retail Fund and the Private Fund are not guaranteed, the value of an investment may rise or fall.