I am...
A financial adviser / intermediary contact An existing investor with Montgomery

When Patience, Dedication and Discipline Pay Off

MONTGOMERY. COMMON SENSE, LONG TERM INVESTING.

Find Out More

Focused on Quality and Value at Attractive Prices

MONTGOMERY. AN INVESTMENT STYLE THAT MAKES SENSE.

Find Out More

CONSERVATIVE.

MONTGOMERY. VALUE INVESTORS FOCUSED ON LONG-TERM WEALTH.

Find Out More
WHITE PAPERS

WHY INVEST IN A MARKET NEUTRAL FUND?

Find out how to diversify your portfolio without adding risk. If you think solid equity market returns are getting harder to attain, our latest Whitepaper explains why market neutral strategies are worth adding to your portfolio with a portfolio calculator for investors explore the benefits.

READ OUR LATEST WHITEPAPER TODAY

Our Private Office

Montgomery’s Private Office focuses on the best vehicles and strategies for investments starting from $1 million.

ENTER

How Can We Help You Invest?

{{flashMessage}}


You might like to read more about these...

{{fund.title}}

Find Out More

Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Consider the product disclosure statement before making an investment decision. Please read our Financial Services Guide for more information.

Discover Montgomery

Montgomery manages value-oriented funds focused on ownership of high quality businesses and generating superior returns over the long term. Read more about our investment approach.

Explore
More Articles

Investor Insights & Media

New to Investing

Read our knowledge-based articles to learn the basics of investing.

Learn More

Current Montgomery Investors

Visit our dedicated investors centre for log in details, forms and statements.

Access Here

Ask a Question

Join our live chat or contact us to speak with us directly.

Contact Us
Close

Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Learn More
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Learn More
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
Learn More
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.
Learn More

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Learn More
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Learn More
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.
Learn More