Investing successfully requires an unconventional approach and at Montgomery we believe it is possible to materially outperform the market over the very long run provided three steps are followed.

Discover those three steps in our Value Investing Handbook.

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This document has been prepared by Montgomery Investment Management Pty Ltd. The issuer of units in The Montgomery Fund (Retail Fund) is the Retail Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087). The Product Disclosure Statement for the Retail Fund contains all of the details of the offer. Copies of the Product Disclosure Statement are available from Montgomery Investment Management (02) 9692 5700 or at www.montinvest.com. An investment in the Retail Fund will only be available through a valid application form attached to the Product Disclosure Statement. Before making any decision to make or hold any investment in the Retail Fund you should consider the Product Disclosure Statement in full.

The issuer of units in The Montgomery [Private] Fund (Private Fund) is the Private Fund’s trustee Fundhost Limited (ABN 69 092 517 087). The Information Memorandum for the Private Fund contains all of the details of the offer. Copies of the Information Memorandum are available from Montgomery Investment Management (02) 9692 5700 or at www.montinvest.com. An investment in the Private Fund will only be available through a valid application form attached to the Information Memorandum. Before making any decision to make or hold any investment in the Private Fund you should consider the Information Memorandum in full.

The information provided does not take into account the your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided and consider seeking advice from a financial advisor if necessary.

Future investment performance can vary from past performance. You should not base an investment decision simply on past performance. Past performance is not an indicator of future performance. The investment returns of the Retail Fund and the Private Fund are not guaranteed, the value of an investment may rise or fall.

This document is based on information obtained from sources believed to be reliable as at the time of compilation. However, no warranty is made as to the accuracy, reliability or completeness of this information. Recipients should not regard this document as a substitute for the exercise of their own judgement or for seeking specific financial and investment advice. Any opinions expressed in this document are subject to change without notice and MIM is not under any obligation to update or keep current the information contained in this document.

To the maximum extent permitted by law, neither MIM nor any of its related bodies corporate nor any of their respective directors, officers and agents accepts any liability or responsibility whatsoever for any direct or indirect loss or damage of any kind which may be suffered by any recipient through relying on anything contained in or omitted from this document or otherwise arising out of their use of all or any part of the information contained in this document. Additional information will be made available upon request.