Investing with Montgomery

 

Committed to delivering above benchmark returns over the very long term, 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.

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 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
  • MONTGOMERY GLOBAL EQUITIES FUND (ASX:MOGL)

    Investors can invest in the Fund 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.

    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
  • Investors can invest in the Fund 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.

    fund details