Download Information for The Montgomery Fund


The Montgomery Fund

Fund Established

August 2012

Size of the Fund *As at 31/12/2024

$325.0m


Benefits

  • The potential to generate capital growth over the medium to longer term as well as income from its investment in listed companies
  • Distributions may carry imputation or other tax credits
The Montgomery Fund is focused on owning high quality businesses at a fair value relative to their future prospects. We seek to benefit from their quality attributes in growing their earnings and enterprise value over long periods of time.
Roger Montgomery
Founder and Chairman

Please complete the form below to receive PDS and full documentation on The Montgomery Fund. We encourage any financial advisers to use the adviser portal to access the PDS. See the Advisers Access button above.

 

Funds

View all funds

Australian Equities

Income

Global Equities