Welcome to the Montgomery Small Companies Fund application form


About this fund

It is a legal requirement that all investors download and read the current 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.

The minimum monthly savings amount is $500 per month.

This fund is open to Retail investors from Australia and New Zealand only.

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