Montgomery [Private] Fund


Performance group

The Montgomery [Private] Fund is a wholesale investment fund for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment.

Founded in December 2010, the Montgomery [Private] Fund employs a disciplined approach to identifying and acquiring quality and value.

The Montgomery [Private] Fund retains the flexibility to hold a meaningful proportion of cash when a sufficient quantity of qualifying investments is unavailable or the risk of capital impairment is heightened.

Neither market timing nor prediction forms part of the investment process.

Investments in the Montgomery [Private] are by invitation only. To register your interest, please click the Register button.

Would you prefer to talk it over? Call David Buckland on 02 8046 5000.

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You should read the Information Memorandum (IM) before deciding to acquire the product. The Montgomery [Private] Fund (Private Fund) is issued by the Funds trustee Fundhost Limited (ABN 69 092 517 087) (AFSL: 233045). 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 Fund are not guaranteed, and so the value of an investment may rise or fall.