Australian Equities

Concentrating on quality companies listed in Australia and New Zealand.

Global Equities

Outstanding global businesses with the potential for sustained superior growth.

Income

A regular reliable income stream for investors.

Australian Equities

Australian Eagle Asset Management Partnership

Montgomery Investment Management has partnered with Australian Eagle Asset Management to apply the source of its compelling 17-year track record to Montgomery’s domestic large-cap equity portfolios.

The Montgomery Fund

Aims to provide compounding growth and income over the long-term by investing in a concentrated portfolio of 20 to 40 high-quality Australian and NZ businesses, of any size, with durable competitive advantages.

The Montgomery [Private] Fund

Seeks to produce absolute returns, mindful of capital preservation, from a concentrated portfolio of high-quality Australian and NZ businesses exhibiting powerful competitive advantages. For investors with more than $1 million to invest.

Montgomery Small Companies Fund

Aims to deliver long-term growth by investing in 30 to 50 high-quality, small, emerging and developing Australian and NZ companies with strong and enduring growth potential.

Global Equities

Polen Capital Partnership

Founded in 1979, U.S. based Polen Capital is a high-conviction growth investment manager. The firm’s established team manages US$82 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.

Polen Capital Global Growth Fund

A concentrated portfolio of outstanding global businesses with durable competitive advantages and the potential for sustained superior growth.

Polen Capital Global Small and Mid Cap Fund

Access to a concentrated best ideas portfolio of high-quality global small and mid-cap companies with the potential to deliver sustained superior growth.

Polen Capital Global Emerging Markets Growth Fund

A concentrated portfolio of outstanding emerging markets businesses displaying high returns on capital, deep competitive moats and the potential for sustained superior growth.

Income

Aura Group Partnership

Montgomery Investment Management has a Distribution Partnership with Aura Funds Management, a subsidiary of Aura Group to distribute the Aura High Yield SME Fund.

Aura High Yield SME Fund

Aims to provide attractive and reliable monthly income with target returns of 9% to 12% per annum from a diversified portfolio of small short-term loans issued by a select group of lenders to small and medium enterprise (SME) businesses in Australia.

Aura Core Income Fund

Funds

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