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The Montgomery Fund

Investing in shares of Australian and New Zealand businesses, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

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Montgomery [Private] Fund

A wholesale Australian equities fund suitable for individuals, their families and investment vehicles, including superannuation funds, with a $1,000,000 minimum initial investment. Entry is by invitation or referral only.

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Montgomery Alpha Plus Fund

A market neutral fund investing in companies listed on the Australian and New Zealand exchanges and seeking to deliver positive returns in both rising and falling markets with a minimum investment of $50,000.

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Montgomery Global Fund

Investing in global growth and income opportunities, the fund is open to individuals; families and trustees as well as advisers of self managed super funds, with a minimum of $25,000 to invest.

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Montaka Global Access Fund

The Montaka Global Access Fund offers investors, with a minimum initial investment of $50,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions through the Montaka Global Fund, a wholesale-only Australian unit trust.

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Montaka Global Fund

Montaka is an absolute return fund offering investors, with a minimum investment of $1,000,000, the opportunity to invest globally and benefit from rising and declining businesses and market conditions.

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