Our Private Office

Our Private Office

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


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.

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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.

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Fund Performance

Comparative Returns Since Inception to 31/05/2022 (After all fees)

The Montgomery [Private] Fund
ASX 300 Accum. Index
ASX 200 Industrials Accum. Index (Benchmark)
Out/Under performance (Benchmark)
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.

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