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Manager Insights | Montgomery Small Companies Fund


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


Montgomery are a well know firm in the Australian funds management market and the fund recently celebrated its 1 year anniversary after being started in September 2019.


The fund has done very well in its first year returning 15.6% for the 12 months to the end of September outperforming the Small Ordinaries Index by 19% and the ASX200 Total return index by over 25%.


Montgomery Small Companies Fund

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