Montgomery Invest

Australia Founded: 2010 • Age: 16 yrs
Manages investment funds for Australian and global equities and credit income.

About Montgomery Invest

Montgomery Invest is a Financial Services company based in Australia founded in 2010. Manages investment funds for Australian and global equities and credit income. It operates on a B2B and Asset Management model. Its website montinvest.com draws about 681 thousand monthly visits. Montgomery Invest offers products and services including The Montgomery Fund, Aura Private Credit Income Fund, Montgomery Small Companies Fund, and Polen Capital Global Growth Fund. Its focus areas include Finance, Investment Management, Asset Management and Equity Funds.

Company details

Montgomery Investment Management focuses on growing capital through quality company investments in Australia, New Zealand, and worldwide. It operates funds like equity and private credit options, targeting investors with strategies for amounts starting at 1 million. Based in Sydney, it provides services such as fund management and investor insights, serving individual and institutional clients seeking stable returns and income.

  • Headquarters Australia
  • Sectors
    Financial Services
  • Email
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  • Website montinvest.com
  • Social LinkedIn

Products & Services of Montgomery Invest

Montgomery Invest offers a comprehensive portfolio of products and services, including The Montgomery Fund, Aura Private Credit Income Fund, Montgomery Small Companies Fund, and Polen Capital Global Growth Fund.

The Montgomery Fund
Equity Fund

Fund for investing in Australian quality companies for capital growth.

Aura Private Credit Income Fund
Income Fund

Fund providing monthly income through private credit investments.

Montgomery Small Companies Fund
Equity Fund

Fund targeting growth in smaller Australian companies.

Polen Capital Global Growth Fund
Global Equity Fund

Fund for global equities focusing on growth opportunities.

Web traffic of Montgomery Invest

The website of Montgomery Invest (montinvest.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

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Related news about Montgomery Invest

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Complete news archive for Montgomery Invest

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Frequently Asked Questions about Montgomery Invest

Montgomery Invest was founded in 2010.

Montgomery Invest is headquartered in Australia.

Montgomery Investment Management focuses on growing capital through quality company investments in Australia, New Zealand, and worldwide. It operates funds like equity and private credit options, targeting investors with strategies for amounts starting at 1 million. Based in Sydney, it provides services such as fund management and investor insights, serving individual and institutional clients seeking stable returns and income.

Montgomery Invest offers The Montgomery Fund, Aura Private Credit Income Fund, Montgomery Small Companies Fund, and Polen Capital Global Growth Fund.

The website of Montgomery Invest receives about 681 thousand visits a month.

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