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19.99% P.A. SINCE INCEPTION*

A digital income strategy designed to profit from volatility and pricing inefficiencies across global exchanges through high-frequency trading.

*Returns are for the Digital Income Class from 1/05/2025 to 31/05/2026. Past performance is not an indicator of future performance. Returns are net of fees and expenses and assume reinvestment of distributions. For wholesale investors only.

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THE WORLD IS VOLATILE. YOUR FINANCIAL FUTURE DOESN’T HAVE TO BE.

Uncover the benefits of private credit investing during uncertain times.

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Specialised investment strategies designed exclusively for wholesale investors.

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The Montgomery [Private] Fund Aura Private Credit Income Fund Digital Income Class Bitcoin Index Class

Investor Insights & Media

June 19, 2026

The property rug pull

By Roger Montgomery

Proposed changes to negative gearing, capital gains tax (CGT) and new Australian Taxation Office (ATO) rules for holiday homes could significantly alter the economics of property investing in Australia. By reducing the tax advantages associated with property ownership, the changes may weaken demand across several investor groups and influence property prices over time.

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May 27, 2026

Consumer confidence hits a record low (while the NASDAQ Index hits a record high)

By David Buckland

Australia and the United States (U. S. ) currently have one thing in common. Consumer confidence is in a world of pain. In the U. S. , the Consumer Sentiment Index (CSI) has fallen to the lowest level ever recorded since the University of Michigan began tracking the data in 1952. The Index, see Graph 1.

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April 21, 2026

Cutting through the noise – why Australian private credit stands apart

By Roger Montgomery

With public markets more volatile there’s a growing focus on investments that can deliver regular income with less reliance on market movements.

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March 12, 2026

Why I'm doubling down on the call to invest in Private Credit and Digital Income

By Roger Montgomery

The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits.

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Montgomery Investment Management is committed to growing your capital by investing in quality companies in Australia, New Zealand, around the globe.

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Australian Equities

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UNLOCK A NEW ASSET CLASS

19.99% P.A. SINCE INCEPTION*

THE WORLD IS VOLATILE. YOUR FINANCIAL FUTURE DOESN’T HAVE TO BE.

Get to know the team

Our Private Office

Investor Insights & Media

The property rug pull

By Roger Montgomery

Consumer confidence hits a record low (while the NASDAQ Index hits a record high)

By David Buckland

Cutting through the noise – why Australian private credit stands apart

By Roger Montgomery

Why I'm doubling down on the call to invest in Private Credit and Digital Income

By Roger Montgomery

Montgomery Investment Management is committed to growing your capital by investing in quality companies in Australia, New Zealand, around the globe.

New to Investing

CURRENT INVESTORS

Ask a Question

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Digital Assets

Australian Equities

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