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 Definition

This fund has a Target Market Definition - you may view it here

What do you want to do?

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  • If you have previously started an application for this fund and have not submitted it choose "Continue an existing application"
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  • If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start new or top up existing investment"

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Start new/top up existing investment
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