Our Private Office

Our Private Office

Montgomery’s Private Office focuses on the best vehicles and strategies
for investments starting from $1 million.

Scroll

The Funds

Our Private Office strives to provide superior long-term returns via our unique, focused and common-sense investment approach. We are also committed to keeping you well-informed and being available to you at  all times. Investments start from $1 million and entry is by invitation or referral only.

Investors can access any of our funds via the Private Office personal service.

Request a conversation with Montgomery

The Montgomery [Private] Fund

About the Fund

A concentrated, all-cap wholesale Australian equities fund seeking to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount.

Find Out More

Fund Performance

Comparative Returns Since Inception to 31/05/2021 (After all fees)

159.89%
The Montgomery [Private] Fund
130.62%
ASX 300 Accum. Index
131.34%
ASX 200 Industrials Accum. Index (Benchmark)
28.55%
Out/Under performance (Benchmark)
35.0%
Average Cash Balance
 

In this video Roger Montgomery provides his key observations on The Montgomery [Private] Fund's investment approach, strategy to minimise risk and the qualities we look for in companies we invest in.


Subscribe for regular fund updates

Access to this content is only intended for the following persons: 'Sophisticated Investors' or 'Wholesale Clients' as defined by the Corporations Act. By checking the 'Wholesale Investor' box, you confirm you meet this criteria. We keep your email address private and secure at all times. We hate spam more than you do. You can unsubscribe at any time from our monthly email. Please take the time to read our Privacy Policy.

Funds

View all funds