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 Determination

This 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've started or completed an application with Fundhost123 previously

Start new/top up existing investment

If you haven't filled in an application previously, or want to start a new application or top up an existing investment

Existing Investor

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.

I am an existing Fundhost investor

I am a new Fundhost investor

About the application process

Collect and confirm the applicant's details

Satisfy the Australian government's Anti-Money Laundering and Know Your Client requirements

Agree to the fund terms and conditions and submit the completed application for processing.

Data Collection

Proof of Identity

Submit Application

About you

If you've used Fundhost123 to apply for this or any other fund, please log in now

If you haven't used Fundhost123 to apply for a fund before, please provide your details so we can contact you about your application.

If you are filling in this application as an advisor please enter YOUR details here. You will enter your investor's details later.

First name

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Last name

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Email address

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Mobile phone number

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Password (8+ characters, upper and lower case letters, numbers, and symbols)

Please enter a password that is at least 8 characters long and includes a mix of upper and lower case letters, numbers, and symbols.
What's wrong with my password?

Retype password

Please retype the same password.

Welcome to the Montgomery Small Companies Fund Online Application

About this fund

Target Market Determination

What do you want to do?

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One Time Password

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Existing Investor

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Your investor details

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About the application process

Data Collection

Proof of Identity

Submit Application

About you

Existing Account Found!

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