release_schedule: NO COMMENTARY
commentary_block:
factsheet_url:
fund_features:
Montgomery is focused on the ownership of high quality businesses – that can be purchased at attractive valuations – and generating superior returns over the long term. The management prefer a value tilt believing that owning high quality businesses and purchasing them at a discount to their intrinsic value over a long period of time leads to capital growth.
- Invests in a concentrated high-conviction portfolio of 20 to 40 companies
- Aims to outperform the S&P/ASX 300 Accumulation Index over a rolling 5-year period, net of fees
- Can hold 30% of its portfolio in cash as a margin of safety
manager_contact_details: Array
asset_class: Domestic Equity
asset_category: Australia Mid/Small Blend
peer_benchmark: Domestic Equity - Mid/Small Blend Index
broad_market_index: ASX Index MidCap 50 Index
structure: Managed Fund