Important Information

This website is owned by Montgomery Investment Management Pty Ltd ABN 73 139 161 701 AFSL 354 564 (MIM or Montgomery Investment Management). The Montgomery Investment Management logo is owned by Montgomery Investment Management Pty Ltd. All email communications sent by MIM employees, officers and representative are also owned by MIM.

The purpose of this website is to provide general information about MIM's funds management services and does not purport to give financial advice. The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular investment offered by MIM.

You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if necessary.

Investing involves the risk of capital loss. Not all investments are appropriate for all people.

By accessing, viewing, downloading information or registering your details on this website you agree to by bound by the Terms and Conditions and Privacy Policy of Montgomery Investment Management and this website.

Disclaimers

Before making any decision to make or hold any investment you should consider the PDS documentation in full.

The Montgomery Fund

The issuer of units in The Montgomery Fund is the Fund's responsible entity Fundhost Limited (ABN 69 092 517 087). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com/our-funds/the-montgomery-fund/. An investment in the Fund will only be available through a valid application form attached to the PDS. 

The Montgomery [Private] Fund

If you download or are sent an Information Memorandum by Montgomery Investment Management, by clicking, saving, downloading, opening it printing it you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about Montgomery Investment Management’s products. The information contained on this website or in any email is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Montgomery Investment Management to any registration or other requirement within such jurisdiction or country.

In particular, the information contained on this website or in any email is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States. The Funds managed by Montgomery Investment Management have not been registered in the United States under the Investment Company Act of 1940 and units in the Funds are not registered in the United States under the Securities Act of 1933.

Montgomery Alpha Plus Fund

The issuer of units in the Montgomery Alpha Plus Fund (ARSN 613 229 904) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com/our-funds/montgomery-alpha-plus-fund/. An investment in the Fund will only be available through a valid application form attached to the PDS. 

The Montgomery Global Fund

The issuer of units in The Montgomery Global Fund (ARSN: 604 883 418) is the Fund's responsible entity, Fundhost Limited (ABN 69 092 517 087) (AFSL 233 045). The Product Disclosure Statement (PDS) contains details of the offer. Copies of the PDS are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com/our-funds/montgomery-global-fund/. An investment in the Fund will only be available through a valid application form attached to the PDS. 

The Montgomery Global Equities Fund (Managed Fund) (ASX:MOGL)

The issuer of units in Montgomery Global Equities Fund (Managed Fund) is the Fund’s responsible entity Perpetual Trust Services Limited ACN 000 142 049 (AFSL 236648). Copies of the Product Disclosure Statement (PDS) are available from Montgomery Global Investment Management (02) 8046 5000 or online at www.montinvest.com/our-funds/montgomery-global-equities-fund/. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full. 

The Montaka Global Fund

The Montaka Global Fund is available to wholesale investors, and is by invitation only, and will not be available for distribution to the general public. Montgomery Investment Management Pty Ltd (ACN 139 161 701 AFSL: 354 564) (Montgomery Investment Management or MIM) is the trustee of the Montaka Global Fund. An investment in the Montaka Global Fund will only be available through a valid application form attached to the Information Memorandum. Before making any decision to make or hold any investment in the Montaka Global Fund you should consider the Information Memorandum in full. 

The Montaka Global Access Fund

The issuer of units in the Montaka Global Access Fund (ARSN: 607 245 643) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Product Disclosure Statement (PDS)contains all of the details of the offer. Copies of the PDS are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com/our-funds/montaka-global-access-fund/. An investment in the Fund will only be available through a valid application form attached to the PDS. 

Terms and Conditions

Please note that the following terms and conditions may be updated from time to time without notice. By browsing this website you accept that you are bound by the current terms and conditions and we therefore recommend that you check these each time you visit our site.

The information on the website www.montinvest.com has been prepared from a wide variety of sources, which Montgomery Investment Management, to the best of its knowledge and belief, considers accurate. Montgomery Investment Management makes no representation and takes no responsibility as to the accuracy or completeness of any information on this website.

None of Montgomery Investment Management Pty Ltd and its employees, directors or associates guarantee the performance of a security or financial product.

All of Montgomery Investment Management and its employees, directors and associates disclaim to the maximum extent permitted by law any liability for any loss or damage however caused arising as a result of any recipient relying on information provided by Montgomery Investment Management and provided on this website.

You acknowledge and agree that the collection, disclosure or use of information about you from accessing the websites is subject to the terms of MIM’s Privacy Policy.

Financial Services Guide

Montgomery Investment Managements Financial Services Guide can be found here: https://www.montinvest.com/information/financial-services-guide/

Links

Our website and emails may contain links to websites not owned or operated by Montgomery Investment Management Pty Ltd. We do not accept liability for the availability or content of these sites.

Copyright

Copyright © Montgomery Investment Management Pty Ltd ABN 73 139 161 701 AFSL 354 564. Except for personal use, no part of this website, or its content, may be reproduced in any form without the prior consent of Montgomery Investment Management Pty Ltd.

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
Learn More

Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
Learn More

Our Private Office

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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.
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).
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.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
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.

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.
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.
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.