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

With a consistent investment process and compelling track record over 17 years, Montgomery’s domestic all-cap equity portfolios are led by Sean Sequeira and Alan Kwan.

The Montgomery Fund

Aims to provide long-term compounding growth by investing in a concentrated portfolio of 25 to 35 high quality businesses listed on the Australian Securities Exchange (ASX).

The Montgomery [Private] Fund

Seeks to produce absolute returns, mindful of capital preservation, from a portfolio of very high-quality Australian businesses exhibiting powerful competitive advantages. For investments of $1 million or more.

Montgomery Lucent

Led by Dominic Rose and Gary Rollo, the team builds a style-neutral portfolio of higher quality, undervalued, innovative and emerging companies with growth potential and competitive advantages.

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

Access enduring global growth through two high-conviction strategies. Polen Capital manages a combined US$61 billion with their longest-running flagship investment strategy delivering more than 30 years of double-digit annual returns.

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

Aura Group’s Brett Craig leads two income funds that seek to earn stable monthly income and appealing returns from investment in online lenders who provide small short-term loans to small to medium enterprises (SMEs).

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

Aims to preserve capital and provide stable monthly income with a target return of 3.5%-5.5% per annum above the Reserve Bank of Australia Cash Rate, net of fees and costs from exposure to a diversified pool of Australian private debt assets predominantly made up of small to medium enterprise loans.

Funds

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