This website is owned by Montgomery Investment Management Pty Ltd ABN 73 139 161 701 AFSL 354 564 (MIM or Montgomery Investment Management). The Montgomery Investment Management logo is owned by Montgomery Investment Management Pty Ltd. All email communications sent by MIM employees, officers and representative are also owned by MIM.
The purpose of this website is to provide general information about MIM's funds management services and does not purport to give financial advice. The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular investment offered by MIM.
You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if necessary.
Investing involves the risk of capital loss. Not all investments are appropriate for all people.
By accessing, viewing, downloading information or registering your details on this website you agree to by bound by the Terms and Conditions and Privacy Policy of Montgomery Investment Management and this website.
Before making any decision to make or hold any investment you should consider the PDS documentation in full.
The issuer of units in The Montgomery Fund (ARSN 159 364 155) (Fund) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). Montgomery is the investment manager of the Fund and appointed Australian Eagle as a sub-investment manager to assist with the management of the Fund’s assets. Australian Eagle Asset Management Pty Limited (ABN 89 629 484 840, Authorised Rep No. 001269301) (Australian Eagle) is an authorised representative of both Montgomery Investment Management Pty. Ltd. (ABN 73 139 161 701, AFSL No. 354564) (Montgomery) and Alleron Investment Management Pty Limited (ABN 71 109 874 160, AFSL No. 278856) (Alleron). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com and at https://fundhost.com.au/
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS and TMD in full.
Australian Eagle Trust Long Short Fund
The issuer of units in Australian Eagle Trust (ARSN 632 568 846) (Trust) is the Fund’s responsible entity The Trust Company (RE Services) Limited (ABN 45 003 278 831) (AFSL 235150), part of Perpetual Limited. Australian Eagle Asset Management Pty Limited (ABN 89 629 484 840) is the investment manager of the Trust. The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com
An investment in the Trust must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Trust you should consider the PDS and TMD in full.
The issuer of units in Montgomery Small Companies Fund (ARSN 635 229 533) (Fund) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Fund’s investment manager is Montgomery Lucent Investment Management Pty Limited (ABN 58 635 052 176, Authorised Representative No. 001277163). Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management, contactable on (02) 8046 5000 or at www.montinvest.com and at https://fundhost.com.au/
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS and TMD in full.
The issuer of units in the Polen Capital Global Growth Fund (ARSN: 647 518 723) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL: 233045). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management, contactable on (02) 8046 5000 or at www.montinvest.com and at https://fundhost.com.au/
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS and TMD in full.
The issuer of units in the Polen Capital Global Small and Mid Cap Fund (ARSN: 652 035 642) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL: 233045). The Product Disclosure Statement (PDS) contains all of the details of the offer. Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management (02) 8046 5000 or at www.montinvest.com and at https://fundhost.com.au/
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS and TMD in full.
The issuer of units in the Montgomery [Private] Fund is the Fund's responsible entity Fundhost Limited (ABN 69 092 517 087). Montgomery is the investment manager of the Fund and appointed Australian Eagle as a sub-investment manager to assist with the management of the Fund’s assets. Australian Eagle Asset Management Pty Limited (ABN 89 629 484 840, Authorised Rep No. 001269301) (Australian Eagle) is an authorised representative of both Montgomery Investment Management Pty. Ltd. (ABN 73 139 161 701, AFSL No. 354564) (Montgomery) and Alleron Investment Management Pty Limited (ABN 71 109 874 160, AFSL No. 278856) (Alleron). Entry is by invitation or referral. Before making any decision to make or hold any investment in the Fund you should consider the Information Memorandum in full.
If you download or are sent an Information Memorandum by Montgomery Investment Management, by clicking, saving, downloading, opening it printing it you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about Montgomery Investment Management’s products. The information contained on this website or in any email is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Montgomery Investment Management to any registration or other requirement within such jurisdiction or country.
In particular, the information contained on this website or in any email is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States. The Funds managed by Montgomery Investment Management have not been registered in the United States under the Investment Company Act of 1940 and units in the Funds are not registered in the United States under the Securities Act of 1933.
Aura Core Income Fund
The Aura Core Income Fund (ARSN 658 462 652)(Fund) is issued by One Managed Investment Funds Limited (ACN 117 400 987 | AFSL 297042) (OMIFL) as responsible entity for the Fund. Aura Credit Holdings Pty Ltd (ACN 656 261 200) (ACH) is the investment manager of the Fund and operates as a Corporate Authorised Representative (CAR 1297296) of Aura Capital Pty Ltd (ACN 143 700 887 | AFSL 366230).
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS and TMD in full.
Aura High Yield SME Fund
Units in the Aura High Yield SME Fund (Fund) are issued by Aura Funds Management Pty Ltd (ABN 96 607 158 814, Authorised Representative No. 1233893 of Aura Capital Pty Ltd (ABN 48 143 700 887, AFSL No. 366 230)) (Aura). Aura is the trustee of the Fund and a subsidiary of Aura Group Pty Ltd. This information is for wholesale or sophisticated investors only and is provided by Montgomery Investment Management Pty Ltd (ABN 73 139 161 701, AFSL No. 354 564) as the authorised distributor of the Fund.
An investment in the Fund must be through a valid paper or online application form accompanying the Information Memorandum.
The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision you should read the Information Memorandum and (if appropriate) seek professional advice from a licensed financial advisor to determine whether the investment is suitable for you. The investment returns or repayment of capital of the Fund are not guaranteed. The value of an investment may rise or fall and you may risk losing some or all of your capital. Past performance is not a reliable indicator of future performance.
Please note that the following terms and conditions may be updated from time to time without notice. By browsing this website you accept that you are bound by the current terms and conditions and we therefore recommend that you check these each time you visit our site.
The information on the website www.montinvest.com has been prepared from a wide variety of sources, which Montgomery Investment Management, to the best of its knowledge and belief, considers accurate. Montgomery Investment Management makes no representation and takes no responsibility as to the accuracy or completeness of any information on this website.
None of Montgomery Investment Management Pty Ltd and its employees, directors or associates guarantee the performance of a security or financial product.
All of Montgomery Investment Management and its employees, directors and associates disclaim to the maximum extent permitted by law any liability for any loss or damage however caused arising as a result of any recipient relying on information provided by Montgomery Investment Management and provided on this website.
You acknowledge and agree that the collection, disclosure or use of information about you from accessing the websites is subject to the terms of MIM’s Privacy Policy.
Montgomery Investment Managements Financial Services Guide can be found here: https://www.montinvest.com/information/financial-services-guide/
Our website and emails may contain links to websites not owned or operated by Montgomery Investment Management Pty Ltd. We do not accept liability for the availability or content of these sites.
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