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 30/04/2023 (After all fees)

The Montgomery [Private] Fund
ASX 300 Accum. Index
ASX 200 Industrials Accum. Index (Benchmark)
Out/Under performance (Benchmark)
Average Cash Balance 1/07/2022 - 30/04/2023

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

Aura High Yield SME Fund

About the Fund

Your opportunity to invest in the Aura High Yield SME Fund. A track record of attractive and reliable monthly income from a large diversified portfolio of small to medium enterprise loans

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Fund Performance

Comparative Returns Since Inception to 30/4/2023 (After all fees)

From its inception in August 2017, the Aura High Yield SME Fund has consistently outperformed its benchmark, delivering a compound annual return of 9.89%; after expenses and assuming reinvestment of distributions.

Aura High Yield SME Fund
RBA Cash Rate + 5% p.a.
Out/Under Performance

In this video Brett Craig explains the emergence of SME debt capital as an emerging asset class for investors seeking income and returns that have little to no correlation with public markets. Whilst SMEs in Australia continue to make a significant contribution to the economy, they have not been well supported by the banking sector.

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