Welcome to the The Montgomery Fund Online Application
About this fund
It is a legal requirement that all investors download and read the offer documents for the The Montgomery Fund prior to proceeding.
The minimum lump sum investment amount for the The Montgomery Fund is $25,000 for new investors or $1,000 for existing investors.
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 started an application for this fund and have not submitted it choose "Continue an existing application"
- 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"
- If you don't want to start a new or continue an existing application, but would like to view your dashboard, choose "Go to dashboard"
If you are an existing investor in a Fundhost fund, you may have the ability to take a FastTrack depending on the date of your last application.
Please click here to see a list of all Fundhost funds.
If you are an existing Fundhost investor, you will need your investor number and the email address you used when applying to proceed.
Select a new investing entity
Your investor details
Please enter your investor number, and the email used when setting up your account. You will be sent an authorisation token that you will need to enter to confirm and use your details.
Enter your authorisation token
We have sent your authorisation token to your email address and, if we have it on record, your mobile. Please check your spam folder if you haven't received the token after two minutes.