Montgomery manages five value-oriented funds focused on ownership of high quality businesses and generating superior returns over the very long term.
Montgomery [Private] Fund
A wholesale Australian equities fund suitable for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment. Entry is by invitation or referral only.
Montgomery Global Equities Fund
From October 2017 investors may invest in an ASX-Quoted Fund managed by Montgomery Global, simply by purchasing units on the ASX through a stockbroker or online share trading account. In addition to the liquidity and accessibility offered by an ASX listing, investors will benefit from knowing the indicative net-asset value unit price at the time of purchase. An initial offer will be open to investors with a minimum of $10,000.
Montaka Global Access Fund
The Montaka Global Access Fund offers investors, with a minimum initial investment of $50,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions through the Montaka Global Fund, a wholesale-only Australian unit trust.