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 – Aura Group, Australian Eagle Asset Management and Polen Capital – 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.

 

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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 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
  • 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 SMALL AND MID CAP

    Invests in a concentrated best ideas portfolio of 25-35 high-quality global small and mid-cap companies with the potential to deliver sustained superior growth. With the weighted average market capitalisation around US$8 billion, the fund offers a selection of interesting fast-growing companies.
    fund details
  • POLEN CAPITAL EMERGING MARKETS

    From 2022 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
  • AURA HIGH YIELD SME FUND

    Aims to provide attractive and reliable 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 small and medium enterprise (SME) businesses in Australia.

    fund details
  • 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.

    fund details
  • 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
  • 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
  • Invests in a concentrated best ideas portfolio of 25-35 high-quality global small and mid-cap companies with the potential to deliver sustained superior growth. With the weighted average market capitalisation around US$8 billion, the fund offers a selection of interesting fast-growing companies.
    fund details
  • From 2022 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
  • Aims to provide attractive and reliable 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 small and medium enterprise (SME) 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