NEW AURA CORE INCOME FUND RATED “VERY STRONG”

WE ARE PLEASED TO ANNOUNCE THE AURA CORE INCOME FUND HAS BEEN GRADED BY FORESIGHT ANALYTICS AS VERY STRONG. 

AN INVESTMENT RATING OF VERY STRONG INDICATES A STRONG CONVICTION THAT THE FUND CAN DELIVER A RISK-ADJUSTED RETURN IN LINE WITH ITS INVESTMENT OBJECTIVES. 

LEARN MORE

4Q22 UPDATE ON THE POLEN CAPITAL GLOBAL GROWTH FUND

THE SPEED OF THE MARKET DECLINE AND THE AGGREGATE LOSSES AS OF YEAR-END 2022 MADE ONE OF THE MOST CHALLENGING YEARS FOR THE MARKET.

POLEN CAPITAL IDENTIFY WHY THEY SOLD FOUR LONG-TERM HOLDINGS, NIKEADIDASSTARBUCKS, AND META PLATFORMS AND INITIATED THREE NEW POSITIONS, THERMO FISHER SCIENTIFICSERVICENOW, AND ESTÉE LAUDER IN THE POLEN CAPITAL GLOBAL GROWTH FUND. 

 

READ HERE

Get to know the team

Our Team

Our private office

Montgomery's Private Office focuses on the best vehicles and strategies for investments starting at $1M.

Enter
More Articles

Investor Insights & Media

February 1, 2023

Australian small companies outlook for 2023

By Michael Gollagher

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what we would like to see in the year ahead. With that in mind I thought I would take a look back at 2022.
January 31, 2023

My top picks in the resources sector

By Gary Rollo

  In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects.
January 25, 2023

Could Newcrest Mining be ready to bounce?

By Sean Sequeira

The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets.
January 24, 2023

IMDEX’s strategic acquisition of Devico

By David Buckland

In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS.  The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics.

Montgomery Investment Management is committed to growing your capital by investing in quality companies in Australia, New Zealand, around the globe.

New to Investing

Read our knowledge-based articles to learn the basics of investing.

CURRENT INVESTORS

Please visit our Account Management dashboard for options to manage your investments

Ask a Question

Join our live chat or contact us to speak with us directly.

Funds

View all funds