Welcome to the Montgomery Small Companies Fund Online Application
About this fund
It is a legal requirement that all investors download and read the offer documents for the Montgomery Small Companies Fund prior to proceeding.
The minimum lump sum investment amount for the Montgomery Small Companies Fund is $25,000 for new investors, and The Fund welcomes additional investments from existing investors in the Montgomery Small Companies Fund for $5,000.
An optional monthly savings amount is available from a minimum $500 per month.
This fund is open to Retail investors from Australia and New Zealand only.
Target Market DeterminationThis fund has a Target Market Determination - you may view it here
What do you want to do?
This online application process is powered by OLIVIA123 on behalf of Fundhost. Please read the following before selecting which option suits your situation:
- If you have previously used or registered for OLIVIA123 to start an application for this or any other fund, choose "Login Now"
Important: Your login details for OLIVIA123 are not the same as your Fundhost investor portal login details.
- If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start new or top up existing investment"