Montgomery Small Companies Fund
Montgomery Investment Management has launched the Montgomery Small Companies Fund, which is managed by new hires Gary Rollo and Dominic Rose.
The fund invests in a high conviction portfolio of 30 to 50 small, high-quality, undervalued, Australian and New Zealand companies with strong growth potential.
It is actively managed, with a long-only, style‑neutral approach and will aim to outperform the S&P/ASX Small Ordinaries Accumulation index over a rolling five-year period.
The fund's minimum initial investment is $25,000.
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