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.

What do you want to do?

This online application process is powered by OLIVIA123 and Fundhost123. Please read the following before selecting which option suits your situation:

  • If you have previously started an application for This Fund choose "Continue an existing application"
  • If you have previously used or registered for OLIVIA123 or Fundhost123 to start an application for this or any other fund, choose "Login Now"
  • If you have not yet started an application, or not used or registered for OLIVIA123 or Fundhost123 before, choose "Start a new application"

Continue an existing application
If you've started but not completed a previous application for this fund

Login now
If you've started or completed an application with Fundhost123 previously

Start a new application
If you haven't filled in an application previously, or want to start a new application