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.