Download Information for The Montgomery Fund


The Montgomery Fund

Fund Established


August 2012

Number of Investors


2,100

Size of the Fund *As at 31/08/2022


$397.0m


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
  • Has returned 9.21% per annum, after all fees, since inception (as at 31/08/2022)
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

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