Investing with Montgomery
Montgomery Investment Management is dedicated to delivering superior long-term outcomes to investors. Our core team focuses on delivering high-quality and compliant investment solutions, considered investment insights and responsive client service. We work closely with expert managers from our partner firms – Australian Eagle Asset Management, Montgomery Lucent, Polen Capital, Aura Private Credit and Digital Asset Funds Management – to deliver the portfolios that drive returns for our clients.
Investors 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.
Learn more about our funds
To visit the Montgomery Investment Management website, click on the funds below to find out more information.
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THE MONTGOMERY FUND
Investing in shares of high-quality Australian 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.
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AUSTRALIAN EAGLE TRUST LONG SHORT FUND
Seeks to provide capital growth and outperformance over the long term through leveraged investment in Australian shares by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
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MONTGOMERY SMALL COMPANIES FUND
Investing in 30 to 50 high quality, undervalued, Australian and New Zealand small and emerging companies with strong growth potential. The fund is daily priced and minimum investment is $25,000.
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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.
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AURA PRIVATE CREDIT INCOME FUND
Aims to provide attractive monthly income with target returns of 9% to 12% per annum from a diversified portfolio of small short-term loans issued by a select group of lenders to businesses in Australia.
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AURA CORE INCOME FUND
Aims to preserve capital and provide stable monthly income with a target return of 3.5%-5.5% per annum above the Reserve Bank of Australia Cash Rate, net of fees and costs from exposure to a diversified pool of Australian private debt assets predominantly made up of small to medium enterprise loans.
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DIGITAL INCOME FUND – DIGITAL INCOME CLASS
Aims to deliver returns by capturing volatility and arbitrage opportunities in digital asset currencies.
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Investing in shares of high-quality Australian 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 -
Seeks to provide capital growth and outperformance over the long term through leveraged investment in Australian shares by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
fund details -
Investing in 30 to 50 high quality, undervalued, Australian and New Zealand small and emerging companies with strong growth potential. The fund is daily priced and minimum investment is $25,000.
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 -
Aims to provide attractive monthly income with target returns of 9% to 12% per annum from a diversified portfolio of small short-term loans issued by a select group of lenders to businesses in Australia.
fund details -
Aims to preserve capital and provide stable monthly income with a target return of 3.5%-5.5% per annum above the Reserve Bank of Australia Cash Rate, net of fees and costs from exposure to a diversified pool of Australian private debt assets predominantly made up of small to medium enterprise loans.
fund details -
Aims to deliver returns by capturing volatility and arbitrage opportunities in digital asset currencies.
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