Our Private Office

Our Private Office

Our Private Office strives to provide superior long-term returns via our unique, focused and common-sense investment approach. We are also committed to keeping you well-informed and being available to you at all times. Investments start from $1 million and entry is by invitation or referral only.

The Funds

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

Request a conversation with Montgomery

The Montgomery [Private] Fund

About the Fund

A concentrated, all-cap wholesale Australian equities fund seeking to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount.

Find Out More

FUND PERFORMANCE AND PRICING

Comparative Returns Since Inception to 31/05/2019 (After all fees)

115.39%
The Montgomery [Private] Fund
91.67%
ASX 300 Accum. Index
133.84%
ASX 200 Industrials Accum. Index (Benchmark)
-18.45%
Out/Under performance (Benchmark)
39.7%
Average Cash Balance
 

Montaka Global Fund

About the Fund

Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term, from buying extraordinary businesses in selected global markets at discounts to intrinsic value as well as taking positions on businesses we believe are faltering.

Find Out More

FUND PERFORMANCE AND PRICING

Comparative Returns Since Inception to 31/05/2019 (After all fees)

38.4%
Montaka Global Fund
46%
Average Net Market Exposure
 

Subscribe for regular fund updates

Access to this content is only intended for the following persons: 'Sophisticated Investors' or 'Wholesale Clients' as defined by the Corporations Act. By checking the 'Wholesale Investor' box, you confirm you meet this criteria. We keep your email address private and secure at all times. We hate spam more than you do. You can unsubscribe at any time from our monthly email. Please take the time to read our Privacy Policy.

Our other offerings

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
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.
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.
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.