Investing with Montgomery

Entirely dedicated to outcomes for our investors, Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies.

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationships.

Montgomery is owned by its staff who are also investors in the funds.

 

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Learn more about our funds

To visit the Montgomery Investment Management website, click on the funds below to find out more information.

  • THE MONTGOMERY FUND

    Investing in shares of Australian and New Zealand businesses, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

    fund details
  • MONTGOMERY ALPHA PLUS FUND

    A market neutral fund investing in companies listed on the Australian and New Zealand exchanges and seeking to deliver positive returns in both rising and falling markets with a minimum investment of $50,000.

    fund details
  • 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.

    fund details
  • MONTGOMERY GLOBAL FUND

    Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

    fund details
  • 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.

    fund details
  • MONTAKA GLOBAL FUND

    Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions.

    fund details
  • Investing in shares of Australian and New Zealand businesses, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

    fund details
  • A market neutral fund investing in companies listed on the Australian and New Zealand exchanges and seeking to deliver positive returns in both rising and falling markets with a minimum investment of $50,000.

    fund details
  • 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.

    fund details
  • Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

    fund details
  • 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.

    fund details
  • Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions.

    fund details

Investing with Montgomery

If you would like to discuss investing with us, please complete the form below and one of our dedicated team will contact you at the time most suitable.

Investing with Montgomery

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