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.

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 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 a new application"

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Start a new application
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