Corporate Giving

Corporate Giving

Our people are passionate about contributing to positive change through investor education and community support. Through a select group of long-term relationships, Montgomery Investment Management is committed to making a difference to the lives of those in need and those who have dedicated their lives to the care of others.

We support a diverse range of initiatives that commit to delivering education and community support.

Education Initiatives

School For Life Foundation

School for life

School for Life is a not-for-profit organisation working in rural Uganda to provide communities with a quality education, including primary and secondary schooling, vocational training and other services such as employment and healthcare solutions. Read more about their amazing work here.

Foundation Barossa, Kicking Goals Scholarship

Foudation Barossa

Kicking Goals is a scholarship offered for children with a physical disability, assisting with the last two years of schooling, and provide them with financial assistance going into further education or employment. You can learn more about the Kicking Goals Scholarship here

The Public Fund of the East Africa Fund Inc - The School Of St Jude

School Of St Jude

The School of St Jude is a charity-funded school located in the city of Arusha, in the northern Arusha Region of Tanzania. St Jude’s provides a free education to children who due to poverty and social pressures would otherwise be unlikely to complete their schooling. To learn more on how they fight poverty through education click here.  

Community Support

Autism Spectrum Australia

Autism Spectrum Australia is the one of the largest providers of disability services in the country, with eight schools and services for children, teenagers, adults, families and carers and professionals, helping more than 10,000 people with autism or other disabilities and their families every year.

Cerebral Palsy Alliance

Cerebral Palsy Alliance provides family-centred therapies, life skills programs, equipment and support for people and their families living with cerebral palsy and other neurological and physical disabilities. The Cerebral Palsy Alliance operates from 112 sites throughout metropolitan, regional and rural NSW and the ACT.

Chris O'Brien Lifehouse

Chris O'Brien Lifehouse is a world-class not-for-profit integrated cancer treatment centre, and is a fully operational cancer hospital. Lifehouse staff provide uncompromising care for everyone affected by cancer. 

National Breast Cancer Foundation

The National Breast Cancer Foundation is Australia’s leading national body funding game-changing breast cancer research with money raised entirely by the Australian public. Since 1994, National Breast Cancer Foundation has awarded over $162 million to 514 breast cancer research projects across the country. 

St Vincent de Paul Society 

The St Vincent de Paul Society in Australia has more than 60,000 members and volunteers assisting people in need across Australia. The St Vincent de Paul Society assists people experiencing poverty and inequality and works to shape a more just and compassionate society.

SAS Resource Fund

The Special Air Service Resources Fund  was established in March 2012 and provides peace of mind to members serving in the Australian Special Air Service Regiment in the knowledge that they and their families will be looked after in the event of death or injury. 

Animal Asia

Animals Asia promotes compassion and respect for all animals and works to bring about long-term change ending the barbaric bear bile trade, which sees over 10,000 bears kept on bile farms in China. Animals Asia has to date, rescued over 600 bears, caring for them at our award-winning bear sanctuaries in China and Vietnam.

The Commando Trust

The Commando Welfare Trust was established in July 2010 to assist families with emergency funding and then long term financial support in times of hardship 
when other grants or entitlements for soldiers aren't enough.

The Marmalade Foundation Ltd - Lou's Place

The Marmalade Foundation is a community based foundation that funds and operates Lou's Place and The Plunkett Street Community Project. The Marmalade Foundation formed in 2001 to give back to the community; to focus their efforts on women and children who needed help and support.

TEAR Australia

TEAR Australia is a Christian organisation founded in 1971 with a mission to help communities end poverty, challenge injustice and build a sustainable future. Across Africa, Asia and the Pacific, TEAR Australia enables people to overcome poverty by equipping them to lead their own development initiatives.

TEAR

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
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Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
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Our Private Office

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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.