Montgomery Global
Fund

This fund offers investors access to our Montgomery Global Long Only Equities strategy in an Australian unit trust with daily pricing and $25k minimum investment.

The Montgomery Global Fund is usually limited to stocks listed on major global stock exchanges with a focus on North America, Western Europe, the United Kingdom, Japan, Hong Kong, Singapore and Australia.

The fund’s typical activity includes investing in 15-30 high conviction extraordinary businesses, well positioned in attractive industries, when they are undervalued; whilst also holding cash when appropriate. The strategy typically remains unhedged to foreign currency movements; though tactical currency hedging can be employed in extreme circumstances or around geopolitical events.

 

The Fund’s benchmark is the MSCI World Total Return Index in Australian dollar terms.

Download Fund Documents

PDS - Montgomery Global Fund

Montgomery Global Fund

This fund offers investors access to our Montgomery Global Long Only Equities strategy in an Australian unit trust with daily pricing and $25k minimum investment.

The Montgomery Global Fund is usually limited to stocks listed on major global stock exchanges with a focus on North America, Western Europe, the United Kingdom, Japan, Hong Kong, Singapore and Australia.

The fund’s typical activity includes investing in 15-30 high conviction extraordinary businesses, well positioned in attractive industries, when they are undervalued; whilst also holding cash when appropriate. The strategy typically remains unhedged to foreign currency movements; though tactical currency hedging can be employed in extreme circumstances or around geopolitical events.

 

The Fund’s benchmark is the MSCI World Total Return Index in Australian dollar terms.

Download Fund Documents

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PDS - Montgomery Global Fund

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Our Montaka Active Extension strategy strives for maximised return over the long-term. Owning the Montaka long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net strategy strives for significant downside protection – but with minimal upside reduction. Focused on owning the world’s great and growing businesses when they are undervalued, while managing a portfolio of short positions in businesses that are deteriorating, misperceived, and overvalued, this strategy is our flagship long-short

Our Montgomery Global strategy strives to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka strategies, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark. Branded as “Montgomery Global” in Australia to reflect a key.

Our
Strategies

Our Strategies

Our Montaka Active Extension strategy strives for maximised return over the long-term. Owning the Montaka long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net strategy strives for significant downside protection – but with minimal upside reduction. Focused on owning the world’s great and growing businesses when they are undervalued, while managing a portfolio of short positions in businesses that are deteriorating, misperceived, and overvalued, this strategy is our flagship long-short

Our Montgomery Global strategy strives to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka strategies, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark. Branded as “Montgomery Global” in Australia to reflect a key.