Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2024
Printed: 03 July 2024 9:26 PM

News

1 Apr 2021 - Managers Insights | Montgomery Investment Management

By: Australian Fund Monitors


Damen Purcell, COO of Australian Fund Monitors, speaks with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund.

The Montgomery Small Companies Fund was started in September 2019 and has come through a pretty volatile period, outperforming the ASX Small Ordinaries and broader ASX 200 Total Return Index by significant amounts. Since inception the fund has returned 20.39% with a standard deviation of just 2.74%.


Funds operated by manager:

The Montgomery Fund, Montgomery (Private) Fund, Montgomery Small Companies Fund

  

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]