Investing with Montgomery

 

Committed to delivering above benchmark returns over the very long term, Montgomery Investment Management combines sixteen decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic companies and global companies through a partnership with US-based fund manager Polen Capital.

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.

 

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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 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.

    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
  • POLEN CAPITAL GLOBAL GROWTH

    Invests in a concentrated portfolio of 25-30 outstanding global businesses with durable competitive advantages and the potential for sustained superior growth. Portfolio turnover is low with long-term holding periods typically exceeding five years.

    fund details
  • POLEN CAPITAL EMERGING MARKETS

    From mid-2021 investors will be able to access a concentrated portfolio of outstanding emerging markets businesses displaying high returns on capital, deep competitive moats and the potential for sustained superior growth.

    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
  • 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
  • Invests in a concentrated portfolio of 25-30 outstanding global businesses with durable competitive advantages and the potential for sustained superior growth. Portfolio turnover is low with long-term holding periods typically exceeding five years.

    fund details
  • From mid-2021 investors will be able to access a concentrated portfolio of outstanding emerging markets businesses displaying high returns on capital, deep competitive moats and the potential for sustained superior growth.

    fund details